Avatar

Lane Buckman

  • Total activity 279
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 150

Activity overview

Latest activity by Lane Buckman
  • Lane Buckman created an article,

    Report Diagnostics on Mobile

    Report Diagnostics on Mobile Are you experiencing issues running SPOTIO while you are out in the field? You are able to report your diagnostics to our team to help identify what may be occurring on...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Lane Buckman created an article,

    How to Bulk Change Leads

    How to Bulk Change Leads  **WARNING** Bulk changes cannot be undone. This includes deletions. **WARNING** Do you have a user who has been promoted up in the company? Do you have old leads you’d lik...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Lane Buckman created an article,

    How to Log a Visit with Visit Results

    How to Log a Visit with Visit Results   Are you looking to mark your clients with quick-bite information when on the road? Visit Results will give you just that! You’ll be able to mark your clients...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Lane Buckman created an article,

    Add Visit Results on Web

      How to Add Visit Results on Web  Does your field sales team need to add quick information for the sites they visit? Visit Results will give you just that! You’ll be able to mark your clients’ o...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Lane Buckman created an article,

    User Management: Roles and Statuses

    User Roles and User Statuses   Each SPOTIO subscription provides you access to three different User Roles and User Statuses. The User Role determines how a User can access SPOTIO and which features...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Lane Buckman created an article,

    User Management: Suspending Users

    How to Suspend A User (Deactivate User)   Here at SPOTIO, we understand that you may need to make adjustments to your team by adding or removing user licenses. Below you’ll learn how to remove a us...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Lane Buckman created an article,

    How to Read Your Dashboard (COMING SOON!)

    Conversion Metric and Leads Created By Dashboard Reporting We know that being able to understand your team's performance is critical to your success. You need to be able to take the data SPOTIO is ...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Lane Buckman created an article,

    Business Plan: How to Log In for Web and Mobile Apps

    How to Log In First thing first, let’s get you logged in!  This video shows you how to log in on the Web App   This video shows you how to log in on the Mobile App

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Lane Buckman created an article,

    Business Plan: Allowing SPOTIO Permissions for the Mobile App

    Permissions Needed for the Mobile App The first time you log in, SPOTIO needs to ask for some permissions. Watch this video to learn about that.

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Lane Buckman created an article,

    Business Plan: How to Create Your Sales Process

    Custom Pipeline This video teaches you how to set the Stages for your Sales Pipeline. Stages are the foundation of visibility into your sales activities, letting you get an at-a-glance view of wher...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote