Getting Started
Just joined? Learn the basics on how to get set up on First Bite.
13 Articles
Customizing First Bite
Customizing First Bite
8 Articles
Building and Launching Campaigns
Building a Campaign in First Bite
12 Articles
Managing and Requesting Contacts
Managing and Requesting Contacts
0 Articles
Managing and Optimizing Campaigns
Managing Responses
0 Articles
Forecasting and Market Sizing
Forecasting and Market Sizing
0 Articles
Rebates
Rebates
0 Articles
Suggested Articles
What is First Bite?
Our story, mission, and vision for the future.
How do I create an account?
Learn how to access First Bite for the first time.
How do I invite a teammate?
First Bite is better with friends!
Navigation Overview
A quick overview of what each page in First Bite has to offer + some common terminology.
Dashboard Page
An introductory guide to your statistical overview of the sales pipeline.
Activity Page
An introductory guide to visibility on all actions done across your team.
Contacts Page
An introductory guide to your team's central contact database.
Opportunities Page
An introductory guide to the main prospecting hub in First Bite.
Deals Page
An introductory guide to your teamâs deals in First Bite.
Campaigns Page
An introductory guide your teamâs campaigns in First Bite.
Rebates Page
An introductory guide to your rebate activities.
Settings Page
An introductory guide to customizable settings in First Bite.
How do I resize my screen?
What to do when you canât see your entire page in First Bite.
How do I customize my sales pipeline?
Build out your sales pipeline with stages and win rates that match your teamâs workflow.
How do I create a product?
Add your product(s) to generate revenue forecasts.
How do I create and manage tags?
Create and manage tags to better organize your data in First Bite.
Buying Contact Credits
How to buy Contact Credits in First Bite.
Billing Setup in First Bite
Setup your Billing Information if youâd like to purchase in-platform.
Managing & Deleting Payment Methods
Manage & Delete payment methods applicable to purchases within First Bite.
Customizing Tables
Customize your table by adjusting column visibility in First Bite.
Whatâs the difference between creating a tag and saving a filter?
When to use a tag vs a filter
What is segmenting?
Learn how to slice and dice the entire foodservice market into manageable, actionable chunks.
Building Sales Campaigns
Learn how to build your first campaign on First Bite.
Requesting contacts
All about requesting contact information on First Bite.
How Contacts are Returned
Receiving your requested contacts from First Bite.
Searching and Filtering Table Data
Search and filter functionality for data tables
Tracking Sales with First Bite CRM
Understanding the basics of a CRMâ and why itâs important.
I want to create a routine outreach plan. How early should I submit contact requests?
Aligning contact receipt with your outreach plan
Can I cancel contact requests?
Cancelling contact requests
How populated is the âKnown Distributorsâ filter?
About our Distributor data.
How does Location filtering work in the Opportunities table?
Filtering for Locations (including DMAs) in the Opportunities table
When is Door View helpful?
Door View vs Chain View: When to use each
How do I target doors that are only located in one state?
Targeting Single States or Regions