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Lane Buckman

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

    Rutas de Conducción (Driving Routes)

    Rutas de Conducción ¿Necesita saber las distancias entre cada una de sus citas? O, ¿necesita crear una ruta para su día? Bueno, ¡SPOTIO tiene una función de aplicación móvil que puede ayudar con ...

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  • Lane Buckman created an article,

    Encuentra Mi Equipo (Find My Team)

      Encuentra Mi Equipo    ¿Necesita ubicar a su equipo? ¿Quiere ver dónde están sus representantes de ventas o la última ubicación que visitaron? ¡SPOTIO tiene una característica que puede ayudar ...

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  • Lane Buckman created an article,

    Representante de Campo Top 5 (Field Rep Top 5)

    Representante de Campo Top 5 Las 5 cosas principales que un representante de campo necesita saber sobre SPOTIO Después que su cuenta SPOTIO este lista y de que está trabajando activamente en ella, ...

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  • Lane Buckman created an article,

    Modo de Datos Bajos (Low Data Mode)

      Modo de Datos Bajos ¿Estás trabajando en un área con poca recepción celular? ¿O estás desconectado de tu fuente wifi? Si es así, puede ver un mensaje en su aplicación móvil que dice "Conexión ine...

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  • Lane Buckman created an article,

    Daily and Weekly Reports

    Daily and Weekly Reporting  See how your field team is doing with automated reports from SPOTIO. Having a digest of each reps performance dashboard automatically sent to your inbox not only simplif...

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  • Lane Buckman created an article,

    Web App Setup: Single Stage Pipeline

    There are a lot of different ways to use SPOTIO. One way is the Single Stage Pipeline. This works best for companies who might be using SPOTIO as a bolt-on to another CRM, or for one-transaction ty...

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    • 1 follower
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  • Lane Buckman created an article,

    Success with SPOTIO -- Field Rep Top 5

    Top 5 Things a Field Rep Needs to Know About SPOTIO After your SPOTIO account is setup and you’re actively working in it, these are the Top 5 things a Field Rep needs to know in order to be success...

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  • Lane Buckman created an article,

    Success with SPOTIO -- Sales Manager Top 5

    Top 5 Things a Sales Manager Needs to Know About SPOTIO After your SPOTIO account is setup and you’re actively working in it, these are the Top 5 things a Sales Manager needs to know in order to be...

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    • 1 follower
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  • Lane Buckman created an article,

    Web App Setup: (Business Plan Only) How to Create Custom Activities

    If you are a Business Plan User, in this video, learn to set up, manage, and use your Custom Activities.

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  • Lane Buckman created an article,

    Web App Setup: Why and How to Add Loss Reasons

    In this video, learn why you want to add Loss reasons to your Lost Stage, and how to set up, manage, and edit those reasons.

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