Emma at improveit 360
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Recent activity by Emma at improveit 360-
Report Formats
This video covers the 4 Report Formats available when using the Salesforce Report Builder Tool. Those formats are: Tabular, Summary, Matrix and Joined. See also: Reports and Dashboards Video Se...
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Historical Release Notes 2013-2021
Attached you will find PDF Release Notes for the improveit 360 Dev0 (Enterprise) software package from 2016 to 2019. Below are videos covering prior year's software Releases from improveit 360: S...
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Using Salesforce Data Loader to Insert Marketing Source Costs
If your company has not been entering Source Costs in improveit 360, review the video on why you should track Source Costs, and how to run key Marketing Reports in improveit 360. About Source Co...
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Supportworks Access Permission Set
As part of the new Supportworks Package v3.6 a Permission Set has been added which grants permissions to Users. The Permission Set contains the following permissions: OBJECT READ CREATE EDIT ...
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Lead Tracking and Marketing Reports
improveit 360 tracks each new inquiry from a Prospect as a unique Lead Source record. The videos below show the Out of the Box Reports that track overall Lead Performance as well as Cost per Lead a...
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improveit 360 Object Relationship and Date Field Diagram
Below you'll find a data flow diagram showing the base Object model, Object relationships and critical Date fields within improveit 360. If you are running and filtering Report data, keep this in m...
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RingCentral Troubleshooting Click to Dial stopped working
The RingCentral click-to-dial integration can incur a problem if your organization's Salesforce Instance is changed. This Article covers how to resolve when an Instance change has caused CTI to sto...
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Remove Not Qualified Reasons or TCPA when a new eLead comes in
Some improveit 360 customers may be using the TCPA or Not Qualified dispositions from the Call Queue to keep their call funnel clean. However, if a new eLead comes in for that Prospect, your compan...
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Pull a Numeric Value from within a string of Text
Sometimes data is stored in a way that makes reporting difficult. In this example, the Interests Summary field on the Appointment record is a 32,000 character text field, however it contains Quanti...
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Error when Saving NO_MASS_MAIL_PERMISSION
If you receive a No Mass Mail Permission error when saving a record, there is an issue with Email Deliverability settings in your system. Only a System Administrator User can change this setting....