Field Manuals Onboarding
How To Start The Machine
Get Moneyball connected, pointed at the right accounts, and ready to start finding the suspiciously useful stuff.
Course of Instruction
Lessons In This Field Manual
- Lesson I Create Your Moneyball Organization Check whether your setup door is open, create or join your company workspace, and get yourself to Data Pipeline without guessing which knob to turn first.
- Lesson II Start The Data Pipeline Choose where Moneyball should read from, connect the source, and get ready to teach the machine what your sales data means.
- Lesson III Map The Data Moneyball Needs Teach Moneyball which objects, files, and fields matter before you publish the first real configuration.
- Lesson IV Categorize What Moneyball Found Group the raw stages, lead sources, services, and sales reps Moneyball discovered so the system understands how your team thinks about the business.
- Lesson V Invite The Team Bring admins, managers, and reps into Moneyball, then connect each person to the right sales data.
- Lesson VI Fine-Tune Moneyball’s Settings Set the business rules that tell Moneyball how to think about inactive accounts, mature customer value, stale deals, dates, and rep visibility.