Knowledge Base
Find answers to common questions, explore product features, and discover best practices for getting the most out of SPOTIO.
Admin
- How to Configure Info Layout and Tab Order
- Creating Bulk Tasks
- Leaderboards
- Billing: How Expansion is Billed
- How to Export from Sales Rabbit
- Web App: Adding Visit Results
- Configuring Data Objects
- Business Profile Registration
- Importing on New Spotio
- Tasks
- Daily and Weekly Reports
- Copy of Colorization
- MCC: Creating Email and Text Templates
- User Permissions Overview
- Map Intelligence: Using Custom Colorization
- SPOTIO Import Field Guide
- Relating Data Objects via Import
- SPOTIO Numbers: Caller ID & Trusted Calling
- My Reports - Records Category: Streamlining Account Management and Boosting Sales PerforUse the Records category in My Reports to streamline account management and boost sales performance in SPOTIO.mance
- Password Reset
- Text Messaging: Opt-In System
- SPOTIO Billing: Managing Your Invoice
- Sales Tax: How is sales tax for SPOTIOarn how sales tax is determined and charged for SPOTIO subscriptions. determined & charged?
- How to Manage and Use Links
- Homeowner Data: Lead Machine
- Autoplays: Creating and Managingearn how to create and manage Autoplays in SPOTIO to automate and streamline your sales outreach sequences. Autoplays
- Email Signature for MCC
- Shareable Filters
- SPOTIO AI Chat Assistant
- Territory Management: Creating andearn how to create and manage sales territories in SPOTIO to organize your team and optimize coverage. Managing Territories
- DASH: Your AI Co-Pilot for Field Sales
- My Reports: How to Create a Setter/Closer Report
- How to Provision SPOTIO Phone Numbers
- How to Undo & Delete Imported Records
- Web App: Creating Custom Stages
- How to Create Teams
- Webhooks
- How to Upload Files over SFTP to SPOTIO
- Colorization - Enhance Your Map!
- Web App: Creating Custom Fields
- Custom Activities and Results
- How to upgrade your SPOTIO account
- How to Export Leads from Sales Rabbit
- Enable Door to Door Mobile Experience
Sales Rep
- Password Reset
- Personalized Voicemail
- Routing: How to Build and Manage Routes
- Adding, Viewing, and Deleting Recordearn how to add, view, and delete photos attached to records in SPOTIO. Photos
- Translating your SPOTIO app
- Notifications
- Homeowner Data: InfoTap
- Manual Call Logging on Mobile
- Colorization - Mobile App
- Territories
- Making and Receiving calls with SPOTIO
- Add an Activity/Appointment on Mobile
- How to Delete A Record
- Find My Team
- How to Use Chat
- Mobile - Log Activity Screen
- MCC: How to Text With SPOTIO
- Sharing Digital Business Cards
- MCC: Using Email and Text Templates
- Report Diagnostics on Mobile
- Working Hours
- How To Use Google Places
- How to Create Digital Business Cards
- Sending E-Contracts
- NEW! Mobile UI Enhancements
- How to search for a record
- Download My Day
- DASH: Your AI Co-Pilot for Field Sales
- How to Record Your Screen - iPhone & Android Devices
- Map Intelligence: My Filters
Getting Started
- Mobile App: How to Change Layer Views onearn how to switch between different map layer views in the SPOTIO mobile app. the Mobile App
- Web App: How to Navigate the Right Sideearn how to navigate and use the right side menu on the SPOTIO web app. Menu on the Web App
- Mobile App: How to Search for Records,arn how to search for records, territories, or places using the SPOTIO mobile app. Territories, or Places
- SPOTIO: Links
- Web and Mobile App: How to Use the "Find how to use the Find Me feature in SPOTIO to instantly locate your position on the map. Me" Feature
FAQ
SPOTIO Español
- Colorización (Colorization)
- Conectar su calendario de Google (Googleende cómo conectar tu Google Calendar con SPOTIO para sincronizar tus citas y actividades. calendar sync)
- Restablecimiento de Contraseña (Passwordnde cómo restablecer tu contraseña de SPOTIO si la has olvidado o necesitas cambiarla. Reset)
- ¿Como se usa SPOTIO? (How to use SPOTIO)
- Lectura de la Canalización (Reading theprende cómo leer e interpretar los datos de tu canal de ventas en SPOTIO. Pipeline)
- Que es un "Lead"? (Leads andende qué es un lead en SPOTIO y cómo encaja dentro de tu proceso de ventas. understanding what they are)
- Cómo Suspender a un Usuario (Deactivatingnde cómo suspender o desactivar a un usuario en SPOTIO. a User)
- Territories (Spanish)
- Informes diarios y semanales (Daily/Weeklyprende cómo acceder y usar los informes diarios y semanales de actividad en SPOTIO. reports)
- Encuentra Mi Equipo (Find My Team)
- Usando Filtros (Using Filters)
- Creación de etapas personalizadas (Customnde cómo crear etapas personalizadas en tu pipeline de ventas de SPOTIO. Stages)
- Cómo Agregar Resultados de Visitas en larende cómo agregar resultados de visitas desde la aplicación web de SPOTIO. Web (Add Visit Results - Web)
- Cambio Masivo de Registros en su Cuentae cómo realizar cambios masivos en los registros de tu cuenta de SPOTIO. (Bulk Change)
- Facturación de Expansión (Expansioniende cómo funciona la facturación de expansión en SPOTIO al agregar nuevos usuarios o funciones. Billing)
- Cómo Registrar una Visita con los Resultados de la Visita (Visit Results)
- Rutas de Conducción (Driving Routes)
- Modo de Datos Bajos (Low Data Mode)
- (Nuevo en SPOTIO) Como Contactarnos
- Representante de Campo Top 5 (Field Repas 5 mejores prácticas para que los representantes de campo saquen el máximo provecho de SPOTIO. Top 5)
- Creación de Camposprenda a crear campos personalizados en SPOTIO para capturar información específica de sus registros. Personalizados (Creating Custom Fields)
- Importación de Lista de Clientes (Importing)
- Facturación: Preguntas Frecuentes (Billingreguntas frecuentes sobre facturación, pagos y suscripciones en SPOTIO. FAQ)
- Cómo traducir SPOTIO al español
- Cómo suspender a un usuario (User management, suspending users)
SPOTIO: Troubleshooting
Manager
- Colorization - Web App
- Autovisits: Improving Activity Managementearn how Autovisits in SPOTIO improve activity management and capture more complete field data automatically. and more Complete Data
- Web App: How to Use KML Layers
- Territory Management: Building Hierarchies
- Reading the Pipeline
- Find My Team
- How to Use Layers
- Map Intelligence Tool: Routing
- How to Bulk Change
- DASH: Your AI Co-Pilot for Field Sales
- GPS Trails
Getting Started: Manager
Getting Started: Admin
- User Management: Suspending Users
- How to Format Your Import Template
- How to Read Your Dashboard
- How to Export Data from SPOTIO
- User Management: Roles and Statuses
- User Management: Adding Users
- MultiChannel Communication: Emails, Callsrn how to use SPOTIO's multi-channel tools to reach customers via email, phone calls, and text messages. & Texts
- Setting Up and Uploading E-Contracts
- Importing Records to SPOTIO