SPOTIO Legacy to SPOTIO 2.0 Quick Start Video

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We're really excited about getting you started on the new SPOTIO platform.

You probably have some questions, and we're here to answer them. Welcome to our Quick Start Video! Join Frank for a look inside the new SPOTIO Web App platform and get rolling. 

What's covered in the video:

  • Dashboard - 0:38
  • Map View:  including layers, insights, recent activities - 2:02
  • Pipeline view: working leads - 3:36
  • Company Documentation -  4:38
  • Internal Chat - 5:10
  • Contact Support - 5:28
  • Settings - Pipeline Customization: 6:07
  • Custom Fields - 7:30
  • Users - 8:21
  • Importing - 9:41
  • Integrations - 10:28
  • Settings - 11:10
  • Seeing the Account in Action: 11:55
  • Exporting Data - 15:30
  • Profile Settings: Google Calendar, Localization, Changing phone number/email - 19:13

 

 

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