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Trey Gibson

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Articles

Recent activity by Trey Gibson
  • Mobile App: How to Log an Activity or Add an Appointment

    Logging an Activity This video shows you how to log an activity from within a Lead or the Calendar View.  

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  • User Permissions Overview

                                     

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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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