Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
Understanding Disregard in Statistics
Disregard in Statistics is a checkbox on the Appointment record used to remove that Appointment from ALL Reporting metrics. See also: Appointment Report "Count" Fields - What does Issued, Demoed, ...
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Troubleshooting - Appointment Time does not match Time Block
If you are using Time Block Scheduling, you may want to Enable a setting which causes Appointment Time to automatically adopt the earliest time in the Time Block. If this Setting is not Enabled, th...
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Create a Sandbox
See also: What is a Sandbox Navigate to Setup, and search for Sandboxes in the Quick Find. Click on Sandboxes: You will see any available Sandboxes and their Names here. Click New Sandbox to c...
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Generate a Materials List PDF Document
This feature is available only in the Products and Materials Add-On package, or the Supportworks package (v2.4 and higher) of improveit 360. If you are interested in upgrading your system to take a...
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Podium Workflow Actions and Selected Fields
Sales Appointment Scheduled Workflow Rule Object: Appointment Workflow rule formula criteriai360__Prospect__r.supportworks__Opt_out_of_Texts__c <> True && i360__Prospect__r.Mobile_Phone__c <> "No...
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Incomplete Campaign Member - update Priority setting to Urgent using a Workflow Rule
If a Campaign Member pops up in the Call Queue but is not dispositioned, the Status of the Campaign Member becomes "Incomplete" and changes the Priority of the Campaign Member to Normal. Many Call ...
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improveit 360 Glossary of Terms
Account* - Any Commercial companies you may do business with like a General Contractor, Lenders, Vendors, etc. can be saved as Accounts. *see also Commercial Functionality Active (User) -...
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Campaign Troubleshooting - Why isn't this Prospect coming up in the Call Queue?
Has the Prospect been marked as Not Qualified? Does the Prospect have a past Appointment that hasn't been Resulted? Does the Prospect have a past Sale that hasn't been marked Final? These are...
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Ring Central Integration
improveit 360 can be integrated with RingCentral's Managed package. The setup of this integration is a $500 one-time fee. If you are interested in learning more, reach out to a member of our team. ...
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UnResulting Appointments - Best Practices
On occasion your staff may need to Un-Result an Appointment in order to change the Result. This Article discusses when you would want to Un-Result and when you might not want to UnResult the Appoin...