Guides
Get moving,
one lane at a time.
A short guide to every page of the CRM and the side panel, and step-by-step guides to the work your desk does every day.
Start here
Getting started
Your first hour in Split Next Lane: sign in, find carriers, work a lead, and let the tours show you round.
Read the guideSet up your team
Create your workspace, invite the SDRs who will work your carriers, and give them goals.
Read the guideInstall the side panel
Add the Split Next Lane side panel to Chrome and open it beside your dialer.
Read the guideYour first calling session with the side panel
Work through what is due, call, log and move on, without leaving your dialer's tab.
Read the guideWorking without the mouse
The side panel's keys: type the number, log the call, send a text and open the next lead, all from the keyboard.
Read the guideThe CRM
The dashboard
What your dashboard shows, for a Manager and for an SDR, and how to make it yours.
Read the guideFind carriers and build your first list
Filter carrier records, save the search, and turn the carriers you want into leads.
Read the guideA carrier's page
A carrier you found in Carrier Search: its record, and how it becomes your lead.
Read the guideThe Leads page
Every lead you can see, filtered and searched, and what you can do with several at once.
Read the guideA lead's page: calls and follow-ups
Record what happened in one click, set the next step, and work through what is due today.
Read the guideA record's history
Every recorded change to a lead or a contract: what changed, from what, and who changed it.
Read the guideRead your reports
See what the team did in any date range, person by person, and export it.
Read the guideMy numbers
Your own work in any date range, against your goals.
Read the guideTeam activity
What everyone did in the product, as it happens, and when each person was last active.
Read the guideSet goals and read them
Give the team weekly and monthly targets, and see at a glance who is on pace.
Read the guideWhere to search: a note for your SDRs
Write one note on where to search this week, and link the saved searches that go with it.
Read the guideWho sees what
What a Manager can see, what an SDR can see, and what the product never records.
Read the guideWhen a carrier signs
What happens after you mark a lead Signed, and how the Manager completes the handoff.
Read the guideA contract
One signed carrier's contract: its status, its signed PDF and its history.
Read the guideGet help
Send us a support ticket, or ask for a report the product does not have.
Read the guideSend a support ticket
Tell us what happened or what you need, and follow the answer on the ticket.
Read the guideBilling and your package
Your package, its price and renewal, adding or removing users, and the payment page.
Read the guideChoose your package
Pick Core at the end of your trial and add your card on the payment page.
Read the guideAdd or remove a user
See what a change to your team's size costs before you confirm it.
Read the guideManage your team
Change who is the Manager, and remove someone who has left.
Read the guideWorkspace settings
Your workspace's details, its timezone and calling hours, and what each role can do.
Read the guideCustom fields
The extra fields on your leads and contracts, and how to get one added.
Read the guideSMS templates
Write the text messages the side panel offers, with fields that fill in for each carrier.
Read the guideYour account
Sign in, reset a password, and update your own details.
Read the guideEdit your profile
Change your name, username and phone, what Call, Text and Email open, and the side panel's settings.
Read the guideThe side panel
The side panel: Due today
Your follow-ups overdue or due today, one after another, beside your dialer.
Read the guideThe side panel: My leads
Your leads in the panel, searched and filtered, ready to walk through.
Read the guideThe side panel: Search
Carrier Search in the panel: find a carrier and make it your lead from beside your dialer.
Read the guideThe side panel: the lead
One carrier beside your dialer: who to call, what to say, and one click to log what happened.
Read the guideThe side panel: Settings
Arrange the lead page, choose your text templates and keys, and set how the keys behave.
Read the guideThe side panel: Sections
Choose which sections the panel's lead page shows, and in what order.
Read the guideHow to
An SDR's day
Start with what is due, then work the leads that have waited longest.
Read the guideThe pipeline: what each status means
The six lead statuses, and when to move a lead from one to the next.
Read the guideSave and share a search
Keep the carrier lists you use most, and share the good ones with your team.
Read the guideReassign leads
Move leads from one person to another without losing the work already done.
Read the guideDo Not Contact
Mark a carrier that asked not to be called, so nobody on your team calls by mistake.
Read the guideKeep documents on a lead
Attach a file to a lead so it stays with the carrier, not in someone's inbox.
Read the guideAdd phone numbers, emails and officers to a lead
Keep the extra numbers, addresses and names you find with the lead, beside the carrier's own.
Read the guideMake the screens yours
Arrange your dashboard, choose your table columns, and pick a theme.
Read the guideYour next conversation
starts here.
Give carrier sales a lane of its own.