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Trey Gibson

  • Total activity 173
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Activity overview

Latest activity by Trey Gibson
  • Trey Gibson created an article,

    How to Text With SPOTIO

    In this modern day and age, many contacts prefer the convenience of texting versus a call. Not only can you do that in SPOTIO, your team can report on the efforts you’re making with text to your cl...

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  • Trey Gibson created an article,

    How to Make a Call With SPOTIO

      One of the cornerstones for the SPOTIO Multi Channel Communication feature is the ability to make and receive calls connected to a lead in SPOTIO. We’ll show you how to make and receive calls on ...

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  • Trey Gibson created an article,

    How to Provision SPOTIO Phone Numbers

    How to Provision SPOTIO Phone Numbers  You have so many great tools at your fingertips, including the Multi-Channel Communication tool! Before jumping into the mobile application, you’ll first need...

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    • 1 follower
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  • Trey Gibson created an article,

    How to Export from Sales Rabbit

      How to Export Leads from Sales Rabbit   Welcome to SPOTIO! If you are transitioning from Sales Rabbit to SPOTIO and would like to import your current list of leads, you’ve come to the right pla...

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    • 1 follower
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  • Trey Gibson created an article,

    Announcing the Sunset Date of SPOTIO Legacy

        Announced Rolling Automatic Migrations Begin Sunset of SPOTIO Legacy February 10, 2020 April 27, 2020 December 31, 2020     SPOTIO is sunsetting the SPOTIO Legacy platform ...

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    • 1 follower
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  • Trey Gibson 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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  • Trey Gibson 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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    • 1 follower
    • 0 comments
    • 2 votes
  • Trey Gibson 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
    • 0 comments
    • 0 votes
  • Trey Gibson 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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  • Trey Gibson 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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    • 1 follower
    • 0 comments
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