Set up Wyse Atlas

1. In OpsWyse, open Apps and click Add an app.
2. Pick Wyse Atlas and click Add. Its setup opens.
3. Fill in four sections: Who are you? (company name and website are required), Who fits? (your ideal buyer), What Wyse should ask (questions that show whether someone is a fit) and Tags to match.
4. Click Save & launch.

Only workspace admins can add apps.

What's inside

• Today: what to do first and why, ranked, with one button each. Your quarterly target, this month's forecast and your meetings sit around it.
• To decide: drafts and suggestions waiting for your yes.
• Sell: your sequences and meetings.
• CRM: people, companies, deals and the rest of your records.
• Workflows: the automatic emails Wyse Atlas sends for your records.
• Unibox, Agent and Playbooks complete the set.