App Installation and Setup Guide

1. Install the App

1. Select the install link or button.
2. You’ll be directed to a page that prompts you to integrate with Salesforce, Hubspot, Outreach, and Salesloft.
3. Select the preferred CRM option, which will redirect you to its login page.
4. Login to the CRM, complete the registration form for usage, and submit it.
5. You’ll then be redirected to your Slack workspace.
6. If the app is already installed, you will be redirected to a page notifying that your workspace admin has already installed the application.

2. Check if the App is Already Installed

1. Access the app's configuration in Slack.
2. Right-click the app in Slack and select Configuration.
3. You will be redirected to the Slack configuration page for the app.

3. Remove the App from Slack

1. On the configuration page, remove the app from the Slack workspace.
2. Keep this page open, as it will later present an option to add the app to a new channel.

4. Remove the App from Slack (Alternate Method)

1. Return to the Slack application.
2. Click the cross icon near the app in the app list when hovering over it.
3. Select Configuration again and use the Slack website to remove the integration.

5. Finalize the App Setup

1. Once integrated, the app's homepage will start functioning within Slack.
2. Configure additional settings such as dispositions, user groups, etc.
3. Add reports, goals, challenges, and trivia as required.
4. Set the time for these options and channels to make them functional.

6. Test Functionality

1. Send a message to the app.
2. Run slash commands.
3. Verify that the app operates as expected.