Emma at improveit 360
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Recent activity by Emma at improveit 360-
Troubleshooting - Duplicate Staff
You've setup a Staff member in the system and Activated their User. You've assigned Sales Appointments to the Staff member but when he logs in, he cannot see any of the Appointments you've Assigned...
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Create Fields & Add to a Field Set (video series)
This video covers how to create Custom Date fields to track specific dates on a Project. We then create Custom Formula fields to calculate the Number of Days between those Dates. For example: On ev...
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Edit Picklist Values
Two videos below explain how to change field values. Each dropdown field or 'Picklist' in improveit 360 can be customized* by your System Administrator. This video will walk through how to locate t...
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Create Public Groups
Public Groups allow you to share List Views and Reports and Dashboards with a Group of Users. A User can exist in multiple Public Groups simultaneously. For example: our CFO may be in our "Sales an...
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Time Block Scheduling & Appointment Manager
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improveit 360 Standard Reports & Dashboards - 2017 Edition
See attachment. Organizations who started using improveit 360 on or After August 2017, will have these Out-of-the-Box Reports and Dashboards within improveit 360. If your company started using imp...
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Call Campaigns Videos
Watch Campaign Philosophy first: Then watch, Setting up Call Campaigns:
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QuickBooks Online Sync - FAQs
Which improveit 360 records are Sync’d to QuickBooks Online? Prospects – A QuickBooks Customer record is created for Prospects with a Status of Customer that meet the following Criteria: the QB Li...
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Change Orders (video)
To create an Upsell or a Change Order, follow along with this video to create a new Sale. If new contractual documents are needed, create a Quote first, then import the Approved/Signed Quote to a n...
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Sale Statuses, Approving and Canceling Sales
Here is the next video in this series: NOTE: If your system has the Supportworks package, make sure you have set your SolutionView Admin dB to Send Discounts as a Line Item. SolutionView Admin...