SPOTIO 2.0
Quick Start Videos: Web App Setup Guides
- Welcome to SPOTIO!
- Web App Setup: How to Create your Custom Stages
- Web App Setup: Single Stage Pipeline
- Web App Setup: Why and How to Add Loss Reasons
- Web App Setup: (Business Plan Only) How to Create Custom Activities
- Web App Setup: How to Create Custom Fields
Quick Start Videos: Web App Navigation
- Web App: How to Navigate Your Dashboard on the Web App
- Web App: How to Import Leads
- Web App: How to Use the Pipeline & List Views on Web
- Web App: How to Use Filters on the Map View for Web App
- Web App: How to View Lead Details from the Web App
- Web App: How to Use the Search Bar on the Web App
Quick Start Videos: Mobile App Navigation
- Mobile App: How to Log In
- Mobile App: SPOTIO Permissions
- Mobile App: How to Use your Profile Menu, Sync Status, and Get Help
- Mobile App: How to Use Your Mobile Dashboard
- Mobile App: How to Add a Lead by Tapping on the Map
- Mobile App: How to Update a Lead
Sales Rep
- Intro to Multichannel Communication (Mobile)
- How to Dial Out of SPOTIO
- Full Team Training (Mobile)
- How to Text With SPOTIO
- How to Make a Call With SPOTIO
- Success with SPOTIO -- Field Rep Top 5
Manager
- GPS Trails
- Autovisits: Improving Activity Management and more Complete Data
- Success with SPOTIO -- Sales Manager Top 5
- How to Bulk Change Leads
- Building a Territory Hierarchy for Business Plan
- Find My Team
Admin
- Autoplays: Creating and Managing Autoplays
- User Permissions Overview
- Importing
- How to format your import template
- SPOTIO Speed Mode
- How to Manage and Use Lead Links
Support
Integrations
- SOLO Integration
- Zapier Quicklinks
- Integrate Google Calendar (Mobile)
- How to Integrate Your Email (Multichannel Communication)
- Acculynx Integration with SPOTIO
- SPOTIO to Salesforce.com Integration
SPOTIO Español
- Colorización (Colorization)
- (Nuevo SPOTIO) Como Contactarnos
- Cómo Agregar Resultados de Visitas en la Web (Add Visit Results - Web)
- Cambio Masivo de Leads en su Cuenta (Bulk Change)
- Cómo Registrar una Visita con los Resultados de la Visita (Visit Results)
- ¿Como se usa SPOTIO? (How to use SPOTIO)