Question 1

Marketing Fund Guidance

Accepted Answer

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Below is your document fully reformatted, organized, and cleaned up so all sections flow naturally, headings make sense, and the new material fits seamlessly into the structure of your existing FAQ. I did not add emojis, and I kept the tone consistent with your original content while improving clarity, spacing, and hierarchy.

Lead Qualifier (Inquiry Qualifier)

What it does

The Inquiry Qualifier quickly replies to your website form submissions via email, qualifies leads based on their answers, and escalates them to you when needed.

How it Works

When a visitor submits the “Get a Quote” form on your website, the submission is sent to Gorilla Dash as an Inquiry. At this point, it is not attributed to Revscale. The Inquiry Qualifier is then notified to reach out to the submitter via email and begin qualifying the inquiry. You do not need to take any manual action at this stage—the agent fully manages the initial outreach and qualification attempt. You can monitor this activity within the Inquiry Qualifier tab or the CRM tab in Revscale, or view a high-level summary of activity in Gorilla Dash.

Inquiry Statuses

You will see inquiries categorized in the following ways:

In Progress – The agent is currently working to qualify the inquiry.
Qualified – The agent has qualified the inquiry and passed it along to you.
Unable to Qualify (Handed Off) – The agen

Question 2

How do I change the email used for the Inquiry Qualifier agent?

Accepted Answer

Overview

If you need to update the email address used for your Inquiry Qualifier/Inbound Agent (for example, switching from one account to another), you can do so directly from your Revscale Client Portal Dashboard.

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Steps to Update Your Email

Log in to your Revscale Client Portal Dashboard.
From the left-hand menu, open the Inquiry Qualifier dashboard.
In the upper-right corner, select the Preferences tab.
Click Unlink next to the current connected email account.
Once unlinked, select Connect Email Account and sign in with your preferred email address.

Confirmation

After reconnecting, all automated responses sent by your Inquiry Qualifier agent will come from the newly connected email.

If you experience any issues during this process, reach out to Support for assistance.

Question 3

Guide to Connecting LinkedIn & Sales Navigator

Accepted Answer

Best Practices for a Stable, Long-Term Connection

Keeping your LinkedIn and Sales Navigator accounts properly connected aids in smooth syncing, uninterrupted automation, and accurate data flow into your portal. Follow the steps below to reconnect and maintain a stable integration.

${frame}Best Practices for LinkedIn Connectivity

1. Turn On Two-Factor Authentication (2FA)

LinkedIn now requires two-factor verification for all users to enhance account security.

Log into your LinkedIn account.
Click your profile picture in the top right corner.
Go to Settings & Privacy → Sign in & security → Two-step verification.
Toggle on two-step verification.
Choose your preferred method:

Microsoft Authenticator app (recommended)— a good option for added security.
Phone number — easiest and fastest.

Complete verification and confirm your phone or app is synced.

2. Ensure Sales Navigator Is Active and Accessible

Before reconnecting, confirm that your Sales Navigator account is active and ready.

From LinkedIn, click the Sales Navigator icon in the upper right corner.
Open Sales Navigator to verify access.
If prompted by a setup wizard or error message, complete any required steps to reactivate your account. Once inside Sales Navigator, you’re good to move forward.

3. Reconnect LinkedIn + Sales Navigator in Your Portal

Now that both accounts are v

Question 4

Integrating Revscale CRM with HubSpot

Accepted Answer

You can easily integrate Revscale CRM with HubSpot using webhooks to automatically sync your lead data. This guide will walk you through setting up a HubSpot workflow to receive data from RevScale and configuring your RevScale CRM to send data to HubSpot.

${frame}Integrating Revscale CRM with HubSpot

Part 1: Setting Up Your HubSpot Webhook

First, you'll need to create a workflow in HubSpot to generate the webhook URL that RevScale will send data to.

Log in to your HubSpot account and navigate to Automation > Workflows.
Click Create workflow in the top right corner.
Choose to start from scratch and select a Contact-based workflow.
Set an enrollment trigger for the workflow. A common trigger is when a specific contact property is updated or when a form is submitted.
After setting the trigger, add a new action by clicking the plus icon (+).
Search for and select the Send a webhook action.
Choose POST as the method. HubSpot will automatically generate a unique webhook URL for you. Copy this URL. This is the URL you will paste into your RevScale CRM.
Configure the webhook data. You can send contact properties from HubSpot, but for this integration, you'll be receiving data from RevScale. You can use the webhook's data in subsequent actions within your HubSpot workflow, such as creating a new contact or updating a property.

**Part 2: Configuring

Question 5

Ad Fund Guidance (Exit Factor)

Accepted Answer

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Lead Qualifier (Inquiry Qualifier)

What it does Quickly replies to your website form submissions via email, qualifies leads based on their answers, and escalates them to you when needed.

How it Works After a form (Contact Us) is submitted on your website, the submission gets sent and stored in Gorilla Dash as an Inquiry (this is not attributed to Revscale at this point).

The agent (your Inquiry Qualifier) gets notified to engage with the submitter via email to try to qualify them and understand the scope of their inquiry. This means that you do not need to take any manual action on the initial inquiries you receive-this will be fully managed by the Inquiry Qualifier.

You can monitor this process from the Revscale platform within the Inquiry Qualifier tab as well as the CRM tab or view a high level summary of the activity within Gorilla Dash.

Throughout this process, there will be 3 status categories to be aware of:

In Progress- The agent is working to qualify the Inquiry
Qualified- The agent has qualified the Inquiry and has handed this off.
Unable to qualify handed off- The agent was unable to qualify the Inquiry and has handed it off. This will happen after 2 days with no response or if the responses do not satisfy the requirements.

Here’s an outline of the process flow: Qualified Lead Flow:

User submits the Contact Us form → Submission goes to Gorilla

Question 6

Updating your Lead Inquiry Agent Schedule

Accepted Answer

You can configure your Lead Inquiry agent to operate only during specific hours—perfect for after-hours coverage or quiet-time routing. This guide walks you through the exact steps to enable and schedule it.

${frame}Updating your Lead Inquiry Agent Schedule

1. Open Your Lead Inquiry Agent Settings

Navigate to your Lead Inquiry agent inside the platform.
Locate the Preferences tab in the upper-right corner.

2. Enable After-Hours Mode

Inside the Preferences tab, find the "Schedule" tab that allows scheduling or time-based rules.
Toggle off 24-hour outreach.

3. Set Your Preferred Operating Hours

Choose the start and end times when the agent should be active.
Example:
- Active: 6:00 PM – 8:00 AM
- Inactive: 8:00 AM – 6:00 PM
Save your changes to apply the new schedule.

4. Confirm Everything Is Working

Check the summary or preview of your schedule to ensure your team’s after-hours settings match what you intended.
You can test by sending a mock inquiry during different times of day.

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