Contacting Support
How to Contact Support
Onboarding
Webinars
Getting Started
User Management
Territory Management (Sprint/Business Plan Only)
FAQ's & Troubleshooting
Web App
Getting Started
- How to Remove the "Average Sales Price" from the Dashboard?
- Find My Team(WEB)
- Understanding Units
- Setting Up Your KPI Groups
- Creating Custom Statuses
- Setting Up Your Custom Fields
Lead Machine
Calendar
User Management
- How to Re-send the invite email
- Understanding Pin & User Permissions
- How to Verify the Account Status of a Rep
- Activating your User Login from a Team Account
- Creating Your Hierarchy (Sprint and Business Plans Only)
- How to Change the Team Name
Reporting
- Daily Report(How to create your own)
- Custom Reporting: Appointments and Whom they were ran by
- Custom Reporting: Phone Numbers
- Adding/Removing Report Fields
- Creating a Standard Report
- Creating a Custom Historical Report
Importing
Territory Management (Sprint Plan Only)
Frequently Asked Questions (FAQ's)
Spotio for iOS (iPhone or iPad)
Getting Started
Calendar
User Management
Territory Management (Sprint And Business Plan Only)
Troubleshooting
- ★ I forgot my password... Reset on your Apple Device
- How much of my battery will SPOTIO use?
- How Much Data Does SPOTIO Consume?
- I am not getting notified that there are waiting messages for me.
- Need Help? Here's how to contact support
- Spotio isn't finding my location
Spotio for Android
Getting Started
Calendar
User Management
Territory Management (Business Plan Only)
Troubleshooting
- ★ I forgot my password... How to Reset it on Android
- Installing an APK version of SPOTIO
- I can't see my pins
- Appointments not showing up in your calendar?
- Spotio isn't finding my location or my GPS isn't accurate
- I am not getting notified that there are waiting messages for me.
Integrations
Google Calendar
Google Drive
Zapier
Market Sharp
Job Nimbus
Spotio's Pro Tips
General Tips
Manager/Admin Tips
User Tips
General
FAQ
- How to: Bulk Deleting
- How To Fix My Timezone
- Best Practice(Dropping a pin in a new development )
- How to Move Pins
- Understanding Pin & User Permissions
- New Dashboard Widget(Add Value)