These 1-Hour sessions are tailored to Administrator Users on the Enterprise and Supportworks software packages.
- Each of the following 1-Hour webinar trainings are available on-demand at any time, via Simulated Live Webinar.
- All attendees may type in the “Questions” window to post a question to the Trainer. You will receive an email with responses to your questions within 24 Hours of the webinar concluding (excluding weekends and holidays).
Report & Dashboard Filters and Formulas on demand, join anytime! This is a Simulated Live Event.
Next, we will discuss the 3 Reasons why 2 Reports might not match, and how to resolve the discrepancies between a Summary Report and a Joined Report.
Finally, we'll use Field Filters and Cross Filters to isolate records.
If we have time remaining, we will Create Custom Report Types with Custom Fields and Edit Existing Report Types to add new Custom Fields
Report and Dashboard Sharing and Emailing on demand, join anytime! This is a Simulated Live Event.
Review the Profile Settings which allow Users to Run Reports and Dashboards, or Manage Reports and Dashboards in Public and Personal Folders Report & Dashboard Folder Management - Profile Settings
Note: Only the System Administrator User will be able to adjust Profile Permission settings, and grant access to Reports and Dashboards
Staff and Calendar Setup Best Practices on demand, join anytime! This is a Simulated Live Event.
Staff Setup - using Staff Addresses for Distance to 1st Appointment
Color coded Appointment Tiles by Rep - set Calendar Colors from Staff record
Staff Score - Enabling Staff Score to Ensure you are assigning the best Rep to the appointments (large lead opportunity to the top NSLI rep)
Calendar Preference Settings – how to change what’s visible in Appointment and Project Calendar Blocks
Filtering your Staff Calendar - using Filters to narrow the records displayed
How to Sort Sales Reps on the Calendar by their performance (Staff Score)
See distance from one appointment the next appointment using Distance to Next Appointment
What if I need something custom displayed on the Calendar Tiles?
Call Center Troubleshooting & Evaluation on demand, join anytime! This is a Simulated Live Event.
Register at: https://attendee.gotowebinar.com/register/1320872337230164313
Common Campaign and Call Center Performance Reports and how to read them
Review Campaign Philosophies when Creating a Campaign Structure- Ensure you have Mutual Exclusivity between all Campaigns and their Filters
Campaign ReCall Settings, Using Campaign Filter Criteria, Setting Filters
Campaign Troubleshooting and common Call Center pitfalls (too many Campaigns, when to stop building new and re-evaluate recall settings and adjust)
Evaluate pending Re-Calls, Adjust Re-Call Settings and Call/Age Limit settings, Release Campaign Members and start fresh
Best Practices for Data Collection on demand, join anytime! This is a Simulated Live Event.
Calculating cost per lead, cost per appointment, cost per sale, ROI Reporting if you enter Source Costs
Hold Sales Reps accountable to enter Appointment Result data for accurate reporting
Understanding Appointment Report metrics - what does "Issued" mean? what does "Net" mean?
How Close Rate is calculated out-of-the-box in improveit 360 Reports
Discuss Disregard in Statistics and the proper use of this feature.
eLead Best Practices on demand, join anytime! This is a Simulated Live Event.
Register at: https://attendee.gotowebinar.com/register/349065686485732186
All about eLead Integrations and Troubleshooting eLeads
eLead Conversions and Pay per Lead Reporting
eLead Field Weighting & Tips for eLead Data Collection method
Lead Credit Report – identifies Prospects marked as Not Qualified or Wrong Number allowing you to file for Credit with the Lead Provider.
Check out our other Webinar series for End Users: