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Lane Buckman

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Recent activity by Lane Buckman
  • Usando Filtros (Using Filters)

    Usando Filtros Aquí en SPOTIO queremos proporcionar visibilidad del negocio para ayudar a que su negocio prospere y mejorar su proceso de ventas! Es por eso que tenemos filtros que ayudan a profun...

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  • Restablecimiento de Contraseña (Password Reset)

    Restablecimiento de Contraseña  El acceso a SPOTIO se proporciona a través de una aplicación móvil y una aplicación web *. En cada entorno, ingresará credenciales específicas para usted. Los usuari...

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  • How to Read Your Dashboard (COMING SOON!)

    How to Read Your Dashboard 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 driving and turn that into meani...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • Basic Plan: How To Create Your Sales Pipeline

    In the following videos,  Creating Your Sales Pipeline This video teaches you how to set the Stages for your Sales Pipeline. Stages are the foundation of visibility into your sales activities, lett...

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