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
Support
SPOTIO Español
- Facturación: Preguntas Frecuentes (Billing FAQ)
- ¿Como se usa SPOTIO? (How to use SPOTIO)
- Creación de etapas personalizadas (Custom Stages)
- Cómo Agregar Resultados de Visitas en la Web (Add Visit Results - Web)
- Facturación de Expansión (Expansion Billing)
- (Nuevo SPOTIO) Como Contactarnos
Sales Rep
- Success with SPOTIO -- Field Rep Top 5
- Add an Activity or Appointment on Mobile
- Driving Routes
- Google Calendar Sync
- How to Record Your Screen - iPhone & Android Devices
- Leads - Understanding what they are
Manager
- Success with SPOTIO -- Sales Manager Top 5
- How to Bulk Change Leads
- Building a Territory Hierarchy for Business Plan
- Find My Team
- Importing
- Reading the Pipeline
Admin
- Getting Started With SPOTIO for Admins
- Building Your Sales Pipeline with Custom Stages
- How do you use SPOTIO?
- How Does Billing Work? FAQ
- Add Visit Results on Web
- Billing: How Expansion is Billed