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  1. Spotio
  2. New SPOTIO

New SPOTIO

Admin

  • Colorization--Enhance Your Map!
  • Billing FAQ
  • Billing - How Expansion is Billed
  • InfoTap & Lead Machine
  • Billing FAQ
  • Creating Custom Stages
See all 11 articles

Manager

  • Building a Territory Hierarchy for Business Plan 
  • Find My Team
  • Reading the Pipeline
  • Importing
  • Password Reset

Sales Rep

  • How to Record Your Screen - iPhone & Android Devices
  • Google Calendar Sync
  • Log A Visit and Update a Repeat Visit
  • Using Filters
  • Driving Routes
  • Low Data Mode
See all 7 articles

Integrations

  • Acculynx Integration with SPOTIO
  • Zapier Integration 
  • SPOTIO to Salesforce.com Integration

Transition from Spotio Legacy

  • 5 Differences between Spotio Legacy & Spotio 2.0
  • Legacy to New SPOTIO Quick Start Video

Team Plan: Quick Start Videos

  • Team Plan: How to Log In for Web and Mobile Apps
  • Team Plan: Allowing SPOTIO Permissions for the Mobile App
  • Team Plan: How to Create Your Sales Process
  • Team Plan: How to Navigate the Right Side Menu on the Web App
  • Team Plan: How to Create Custom Fields
  • Team Plan: How to Set up Custom Activities
See all 50 articles

Basic Plan: Quick Start Videos

  • Basic Plan: How to Log In
  • Basic Plan: SPOTIO Permissions
  • Basic Plan: How To Create Your Sales Pipleline
  • Basic Plan: How to Create Custom Fields
  • Basic Plan: How to Add New Users
  • Basic Plan: How to Import Leads
See all 29 articles
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