This webinar series known as "Office Hours" was conducted live during Q1, Q2 and Q3 2024. Any of these classes can be conducted on-demand and you may submit questions to our team and we will respond within 24 Hours (during weekdays).
Payment Acceptance Overview
In this webinar we will discuss the benefits of using PaySimple as your payment processing provider and how real-time transactions can improve your overall business flow. We will also cover the standard features available to improveit 360 customers when using PaySimple such as an online payment portal, and using hosted payment links. Finally, we will cover the robust reporting features and PaySimple analytics you can glean from the standard out of the box Payment Reports.
Download a PDF of this presentation at the bottom of this page.
Attend this webinar: https://attendee.gotowebinar.com/register/8248658718619873114
Marketing Opportunities Overview
What are Marketing Opportunities and how does improveit 360 leverage them? This webinar covers which actions will Create a Marketing Opportunity, which actions Complete a Marketing Opportunity as well as how to work with List Views and Call Campaigns. We will discuss why someone wouldn't have an open Marketing Opportunity and ways to ensure that no Prospect in your system slips through the cracks!
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Attend this webinar: https://attendee.gotowebinar.com/register/6042686548605708635
All About eLeads
In this webinar we cover what data should be sent in an eLead payload, what happens if crucial data is missing from the payload and what format of eLead payloads improveit 360 can accept. We will discuss the records created when a new eLead comes in, and what to do if there is a Conversion Issue and the eLead needs to be manually converted. Finally, we will discuss common eLead troubleshooting tips and tricks.
Download a PDF of this presentation at the bottom of this page.
Attend this webinar: https://attendee.gotowebinar.com/register/7231256419208332122
Lead Conversion and Appointment Result Reporting
We will discuss the difference between Record Count and Lead Sources count, we will discuss what Issue, Demo, and Sit fields are reporting on, and we will show you how to build formulas within Reports for metrics like Set % and Close %. We will discuss some of the most common pitfalls when creating and understanding Appointment Report Formulas.
Download a PDF of this presentation at the bottom of this page.
Attend this webinar: https://attendee.gotowebinar.com/register/4492512592398350167
Production Management: Project Templates, Production Grid, Project & Project Activity List Views
We will discuss the importance of using a Project Template for every Project, even if the Template only includes one Step. We will cover using the Days Until Next Activity setting within the Template as well as how to intentionally disable it for select Projects. We will cover the best use of List Views on the Project and Project Activities Tabs. And we will show how to Add Fields to the Production Grid.
Download a PDF of this presentation at the bottom of this page.
Attend this webinar: https://attendee.gotowebinar.com/register/4896026760867424856
Understanding Reports: Intro to Report Types and Filtering
We discuss what data is queried in each Report Type and how to tell which Report Type is used to build any Report. We will help you better understand Field Filters to filter data out of any Report, as well as how to Edit or Create new Report Types. Note: only Admin users can create or edit Report Types.
Download a PDF of this presentation at the bottom of this page.
Attend this webinar: https://attendee.gotowebinar.com/register/8608653116378328150
Call Queue Setup: Campaign Filters and Mutual Exclusivity
Understand the importance of mutual exclusivity when setting filter conditions for Call Campaigns. This class is particularly useful if you are trying to Add Campaigns to an already existing campaign structure and want to ensure a lead cannot qualify for more than one Campaign at a time.
Download a PDF of this presentation at the bottom of this page.
Attend this webinar: https://attendee.gotowebinar.com/register/1376495537914023512
Call Queue Management: Identifying Re-Calls & Adjusting Re-Call Settings
In this class we review the Reports which determine how many dials your team is making and if you are setting more Re-Calls than your team can reasonably call in a day.
Learn which Campaign Settings should be adjusted to help alleviate Re-Calls in a Campaign.
Finally, identify mis-use of the buttons in the Call Queue and train your team on the appropriate times to use Remarket versus Return Call Later.
Download a PDF of this presentation at the bottom of this page.
Attend this webinar: https://attendee.gotowebinar.com/register/4931418940653406812