Emma at improveit 360
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Recent activity by Emma at improveit 360-
Cost per Lead, Cost per Appointment, Cost per Sale and Return on Investment
improveit 360's Source Cost Performance Report joins together two Report Types: Sources, with Lead Sources with or without Appointments and Sales, and joins that Report Type with Sources with Sourc...
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Where do I find API information for improveit 360 Objects & Fields?
improveit 360 is built on the Salesforce platform and therefore has an open API. Each improveit 360 record-type is a Custom Object, with Custom Fields on each Object. In this Article, you will find...
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New Company Logo Document Templates (v34.0 Dev0 Release)
See also: Dev0 Fall 2021 Release Notes This Article covers a Company Logo enhancement which prevents the need to hard code your Company Logo image link within each HTML Document. Instead, a new Cus...
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Leap Integration Automation
Below you'll find a spreadsheet where you can fill out your desired Actions based on the Appointment Result pushed into improveit 360 via Leap. NOTE: This automation does not allow for Re-Resu...
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PaySimple - create Link in improveit 360 to a PaySimple Payment Form
The Collect Payment button on the Sale page allows a User to collect and process Credit Card payments using the PaySimple integration. improveit 360 Users may also need to process ACH bank transact...
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Dev0 Fall 2021 Release Notes
The improveit 360 Fall 2021 Release includes a number of Enhancements to existing feature functionality along with a few critical Bug Fixes. Be sure to read all Setup steps, in order to take advant...
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Change Sale Item Edit page from Visualforce to a Standard page
If you have added Custom Fields to the Sale Item object, you may have noticed that you are unable to add your custom field to the Sale Items page. This is because the Sale Item Edit page is a hard-...
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Configure Print Label button
Note: This feature is only available in the Supportworks Package of improveit 360. The Print Label feature from List Views is only available on the Prospects Tab and the Appointments Tab. Create...
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Multi-factor Authentication (MFA)
As of February 1st, 2022 Salesforce is implementing Multi-factor Authentication process for EVERY User of improveit 360. Users will be required to download the Salesforce Authenticator App to authe...
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ArcSite + improveit 360 Integration Setup | Part One: Customer Steps
The ArcSite and improveit 360 integration is a paid Advanced Service sold for a one-time fee of $500. Portions of the Setup must be completed by improveit 360's Solutioning Team and portions of the...