Emma at improveit 360
- Total activity 654
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 3
- Subscriptions 399
Articles
Recent activity by Emma at improveit 360-
Contractor Nation Report and Dashboard Tips & Tricks
In this 15-minute video we will highlight some of the features of the Contractor Nation Reports and Dashboards package and how to make simple Edits to the Dashboards. We will also cover some system...
-
Advanced Admin Training
Bi-annually we host a 4-day remote Training series for Advanced Admin Users. We invite you to dig in and learn about the possibilities of your improveit 360 system! This group Training session cove...
-
Angi and improveit 360 Integration Webinar
Angi is one of our top home improvement lead provider partners, connecting homeowners with service professionals for over two and a half decades. Watch our webinar on-demand to learn more about how...
-
SalesRabbit Troubleshooting Lead Sources attaching to wrong Prospect
This problem is usually identified when you see numerous Lead Sources and Appointments for one Prospect. When looking at the Lead Comments from Sales Rabbit, you'll notice the Address and details n...
-
Report Formula Summary Fields Insert Tool
When working with Report Formulas and trying to copy a formula to a joined Report which uses different Report Types, you may discover that Field Names are slightly different. This will cause an err...
-
Home Depot integration Troubleshooting
In order to better troubleshoot the Home Depot integration, you will need to see the Fields being populated by incoming Home Depot data. The Prospect object has Home Depot specific fields (beginn...
-
Remove the ics calendar file from a Staff Email Template
Sometimes companies do not want their Sales Reps to receive an .ics calendar file when sending Appointment confirmation emails. The Settings Tab does not allow you to disable the ics file. If you s...
-
General System Audit Checklist
Admins who are looking for a list of items to evaluate for system best practices can follow along with the checklist below. Sources Check that all eLead site Guest Users have the 4 Sharing Rules...
-
Campaign Error caused by Orphaned Campaign Member
A common issue that can arise in the Call Queue is an error caused by a Campaign Member with a Re-Call becoming disconnected from their related Prospect or the Marketing Opportunity. The error you ...
-
Document Templates
This Article covers where to find your Document Templates in improveit 360, how to download your Document Template in an HTML format, and make changes to the Document and re-upload your Document Te...