Knowledge Base
Find answers to common questions, explore product features, and discover best practices for getting the most out of SPOTIO.
Admin
- SPOTIO Import Field Guide
- Relating Data Objects via Import
- Web App: Creating Custom Fields
- Web App: Adding Visit Results
- Daily and Weekly Reports
- How to Manage and Use Links
- Webhooks
- How to Undo & Delete Imported Records
- User Permissions Overview
- Autoplays: Creating and Managing Autoplays
- How to Create Teams
- Configuring Data Objects
- My Reports: How to Create a Setter/Closer Report
- Map Intelligence: Using Custom Colorization
- My Reports - Records Category: Streamlining Account Management and Boosting Sales Performance
- How to Upload Files over SFTP to SPOTIO
- Homeowner Data: Lead Machine
- Tasks
- SPOTIO Numbers: Caller ID & Trusted Calling
- Text Messaging: Opt-In System
- Leaderboards
- How to Configure Info Layout and Tab Order
- Creating Bulk Tasks
- How to Export from Sales Rabbit
- Business Profile Registration
- MCC: Creating Email and Text Templates
- 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?
- Email Signature for MCC
- Shareable Filters
- Territory Management: Creating andearn how to create and manage sales territories in SPOTIO to organize your team and optimize coverage. Managing Territories
- How to Provision SPOTIO Phone Numbers
- Web App: Creating Custom Stages
- Colorization - Enhance Your Map!
- Custom Activities and Results
Sales Rep
- Adding, Viewing, and Deleting Record Photos
- How to Use Chat
- Homeowner Data: InfoTap
- Report Diagnostics on Mobile
- Routing: How to Build and Manage Routes
- How to Record Your Screen - iPhone & Android Devices
- Add an Activity/Appointment on Mobile
- Making and Receiving calls with SPOTIO
- MCC: How to Text With SPOTIO
- Password Reset
- How to Search for a Record
- How to Create Digital Business Cards
- Map Intelligence: My Filters
- Personalized Voicemail
- Territories
- Colorization - Mobile App
- Translating your SPOTIO app
- Notifications
- Download My Day
- Sending E-Contracts
- Sharing Digital Business Cards
- MCC: Using Email and Text Templates
- Working Hours
- Manual Call Logging on Mobile
- Mobile: Log Activity Screen
- DASH: Your AI Co-Pilot for Field Sales
- How to Delete A Record
- How To Use Google Places
Getting Started
- Web and Mobile App: How to Use the "Find Me" Feature
- Mobile App: How to Search for Records, Territories, or Places
- Mobile App: How to Change Layer Views on 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
- SPOTIO: Links
FAQ
SPOTIO Español
- Cómo Registrar una Visita con los Resultados de la Visita (Visit Results)
- Cómo Agregar Resultados de Visitas en la Web (Add Visit Results - Web)
- Como Contactarnos
- Colorización (Colorization)
- Cómo Suspender a un Usuario (Deactivating a User)
- 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)
- 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)
- Cambio Masivo de Registros en su Cuentae cómo realizar cambios masivos en los registros de tu cuenta de SPOTIO. (Bulk Change)
- Rutas de Conducción (Driving Routes)
- 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)
- Cómo traducir SPOTIO al español
- Cómo suspender a un usuario (User management, suspending users)
SPOTIO: Troubleshooting
Manager
Getting Started: Manager
Getting Started: Admin
- How to Format Your Import Template
- Importing Records to SPOTIO
- User Management: Suspending Users
- User Management: Roles and Statuses
- User Management: Adding Users
- How to Read Your Dashboard
- How to Export Data from SPOTIO
- 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