How To Guides

Once you are up and running, check out how to use some of Orca's basic functions.

8 articles in this collection
Written by Andru Creighton

Slack Integration & Notifications

Receive Slack notifications to streamline status changes.

Written by Andru Creighton
Updated over a week ago

Status Change Notifications

Get notified of any advocacy activity via Slack, Salesforce Chatter or Orca Alerts.

Written by Andru Creighton
Updated over a week ago

Managing Advocate & Content Recommendations

Setup the recommended criteria and fields.

Written by Andru Creighton
Updated over a week ago

Record (Track) a Customer Referral

B2B companies with referrals experience a 70% higher conversion rate.

Written by Andru Creighton
Updated over a week ago

Utilizing a General Advocate Request

When you are in need of an advocate but not sure who best fits the job.

Written by Andru Creighton
Updated over a week ago

Request an Advocate

Filter, locate and request an advocate directly on the opportunity record or within the Orca application.

Written by Andru Creighton
Updated over a week ago

Nominate a New Advocate

To Nominate a New Advocate from the Orca Application:

Written by Andru Creighton
Updated over a week ago

Favorite an Advocate

Once you find a great advocate, Orca helps keep them top-of-mind💡

Written by Andru Creighton
Updated over a week ago