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Julie Alton

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Activity overview

Latest activity by Julie Alton
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    Julie Alton created an article,

    Legacy to New SPOTIO Quick Start Video

    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 i...

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    Julie Alton created an article,

    Acculynx Integration with SPOTIO

    Acculynx Integration with SPOTIO   Acculynx users, rejoice! Together, Acculynx and SPOTIO have teamed up to save you time and make the process of sharing data between our two systems easier. Introd...

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    Julie Alton created an article,

    Google Calendar Sync

    Updated November 2018 SPOTIO has a native Google Calendar integration that allows each user to connect their Google Calendar to their SPOTIO account and sync appointments back and forth. It is poss...

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    Julie Alton created an article,

    Password Reset

    Access to SPOTIO is provided via a mobile app and a web app*. In each environment you will enter credentials specific to you. Mobile app users will enter a phone number and a randomized passcode wi...

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    Julie Alton created an article,

    Billing FAQ

    Billing FAQ  Here at SPOTIO we know that having the latest information on your billing is important to your company. Whether you need statements for tax season or just want to see a detailed view o...

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    Julie Alton created an article,

    Zapier Integration 

    Zapier Integration  At SPOTIO, we know you have a lot of tools in your kit and that it would be great if SPOTIO could connect with the applications you already use, or might want to use in the futu...

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    Julie Alton created an article,

    SPOTIO to Salesforce.com Integration

    SPOTIO to Salesforce.com Integration Introduction Understanding that the landscape of the software world is one where specialized softwares should connect together and talk is of utmost importance ...

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    Julie Alton created an article,

    Creating Custom Stages

    Creating Custom Stages SPOTIO gives you the opportunity to gain visibility into your organizations' pipeline. You get clear visibility into which Leads are in the early stages of being worked, whic...

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    Julie Alton created an article,

    Creating Custom Fields

    Creating Custom Fields As leads progress through your Pipeline, there will be additional pieces of information that your Reps will need to collect in order as they continue to work on and build rel...

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    Julie Alton created an article,

    Reading the Pipeline

    The Pipeline view in SPOTIO works to help you gain visibility into the leads that your reps are working within their territories as well as what stages they’re currently in. You can see which leads...