Emma at improveit 360
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Recent activity by Emma at improveit 360-
Generate a Sales Invoice
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Lenders, Loan Programs and Loans
Lenders and Vendors are setup in improveit 360 on the Accounts Tab. This video shows where to enter new Lender and Vendor records, as well as how to create Loan Programs and track individual Loans.
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Commissions and Staff Account Transactions (video)
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Setup Commission Rules (video)
Here is the next video in this series:
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Enabling Commissions & Setup Commission Rules
improveit 360 utilizes six objects around calculating Commissions and tracking when those Commissions are paid out. Those objects are: Commission Rule, Sale, Commission, Commission Calculation, Com...
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Load Products & Materials
If this is your first Products and Materials Load, we recommend reading the instructions below, then watching the video and then following along with the click-by-click instructions to complete the...
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Spreadsheet Import for eLeads using the Data Import Wizard
A list of leads in a spreadsheet can be loaded into improveit! 360 and automatically de-duplicated by loading them into eLeads. The system will automatically create new Prospects for unrecognized l...
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CompanyCam Integration
CompanyCam is a cloud-based photo service that allows contractors to upload images to the cloud. Photos are tagged by date and location, automatically filing into the correct Project in their Compa...
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Enterprise Out of the Box 'OOTB' Email Templates
The attached document is a Guide to understanding improveit 360's Out-of-the-Box automated Emails, and when they can be automatically sent to your customers. Page one covers the Email Templates and...
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eLead Data Collection Best Practices
Consider the Minimum Data points required to insert a new record: First Name Last Name at least one method of contact (Phone, Email or a complete Address) Source Source Type Interest The way da...