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Trey Gibson

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Activity overview

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

    SOLO Integration

    Solar companies looking to sync your SPOTIO leads to your SOLO contracts? Let’s teach you how to set up the integration and get those contracts signed!   What’s covered in this article: How to con...

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  • Trey Gibson created an article,

    Zapier Quicklinks

    Zapier Quicklinks   GoogleDrive New/Updated Lead in Specific Stage in SPOTIO → New Row in Google Sheets Photo or Document Added to SPOTIO Lead → Upload File to Google Drive   Messaging   SPOTIO ...

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  • Trey Gibson created an article,

    Intro to Multichannel Communication (Mobile)

    Need a refresher on how to utilize MCC? This video will show you the basics of making calls and checking your Comms Center on the mobile app! Looking for more on MCC? Check out our other articles ...

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  • Trey Gibson created an article,

    How to Dial Out of SPOTIO

    Are you trying to reach a contact that isn't already saved in SPOTIO? You can use our Dial Out feature for MCC! This allows you to dial a non-SPOTIO contact number and then save that number to lead...

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  • Trey Gibson created an article,

    How to Whitelist SPOTIO for GSuite Email Integration

    If you're business is a Google GSuite customer then you must whitelist the SPOTIO application for it to sync properly.  The following article provides instructions. Note - the GSuite Super Admin mu...

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  • 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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  • 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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