Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
RingCentral Editing while on a Call
When you are calling from RingCentral but you need to Edit the Prospect or Appointment record, you'll want to open the record in a new Tab to prevent the RingCentral app from being closed or refres...
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How to Evaluate your Data during a Data Conversion
In this Article we will cover: Who are the best people within your organization to Evaluate your Data? Where to look within improveit 360 in order to thoroughly Evaluate all the Data? What’s the ...
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Process Accountability Diagram
Ensure that your staff is using improveit 360 to its fullest potential by assigning critical system inputs to your staff. You might even want to print this out and hang it up in your office while y...
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Five9 List Setup Best Practices
Five9 (https://www.five9.com/) provides cloud-based tools for call centers / contact centers. Five9 is a popular solution for companies with large, distributed or advanced Call Centers. The Five9 ...
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Marketing Restrictions
Looking to mark someone as Do Not Call? Or Opt Out of Email? This Article covers how to indicate the Prospect's approved communication methods from the Prospect page. We'll also cover using TCPA fr...
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Error when Saving a Campaign unexpected token
If you have recently added Filter criteria to your Campaign the most likely cause of this error is an unsupported Field Name for one of the fields you are using as a Filter. Because the Call Queu...
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Creating Year over Year Dashboard Metrics
To create effective Year over Year Reports that continue to roll forward each year, first we will need to create custom checkbox fields on each object to identify records that meet your desired Rep...
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Unable to Disposition and Call Queue not refreshing
If your telemarketers are clicking a Disposition button but nothing seems to happen and the system does not load a new Prospect to call, there may be an error message that your team is not seeing. ...
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Converting a Workflow Rule to a Salesforce Flow
The original Salesforce migration tool for Workflow Rules to Flow had a limitation that you could not migrate Workflow Rules using a 'formula that evaluates to true' for their criteria. That limita...
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Round Robin Assigning of records using a Flow
In many organizations there are multiple individuals responsible for completing the same or similar tasks. Admins would like the system to auto-assign records to specific Staff members based on a s...