Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
eLeads Troubleshooting
This Article covers best practices around managing eLeads and marketing Sources within improveit 360. Following these best practices assures Data Integrity for Reporting purposes and a consistent l...
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Appointment Scheduling Training
To follow along in your system, we recommend completing the Appointment Scheduling Learning Track on our self-led Training site. You can also review the videos from within that Training Course be...
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Custom Training and Professional Consulting Services
A downable PDF of the Custom Training and Professional Consulting Services document is attached at the bottom of this Article. See also: Training Program Details See also: Leveraging Custom Trainin...
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Call Queue - Telemarketer Training
If you are learning about the Call Queue for the first time, we recommend completing this self-led Learning Track: Call Queue Telemarketer Training. The individual videos contained within the Lear...
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eLead Integration & Matching Details
eLead Integrations to improveit 360 improveit 360 can accept automated electronic leads from an email or a web form. The two methods are referred to as “Email-to-eLead” or “Web-to-eLead”. Both th...
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Leveraging Custom Training & Professional Consulting Services
A downloadable version of this document can be found at the bottom of this Article. See also: Custom Training & Professional Consulting Services See also: improveit 360 Training Program Details ...
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Call Center Manager - Campaign Setup
If you are learning about the setting up Campaigns for the first time, we recommend completing this self-led Learning Track: Call Center Manager Self-Led Training The individual videos contained w...
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Facebook eLeads
Using a Zapier integration, you can have your Facebook leads coming directly into improveit 360 as eLeads.
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Override Visualforce Page to Disassociate an eLead from a Prospect
If an eLead has been auto-matched to a Prospect but should have been a new Prospect, you can disassociated the existing Prospect and Lead Source from the eLead record. This allows you to then Conve...
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Sales Rep Mobile App Training
This short 15 minute video will walk your Sales team through the improveit 360 Go Mobile App. We'll show where to view your daily schedule, how to get driving directions, how to generate a Quote an...