---
title: Knowledge Base | SPOTIO Knowledge Base
description: Find answers to common questions, explore product features, and discover best practices for getting the most out of SPOTIO.
---
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1. [SPOTIO Knowledge Base](https://support.spotio.com/)
2. [Knowledge Base](https://support.spotio.com/knowledge-base)
# Knowledge Base
Find answers to common questions, explore product features, and discover best practices for getting the most out of SPOTIO.
## Admin
- [Web App: Creating Custom Fields](https://support.spotio.com/hc/en-us/articles/360009997973-web-app-creating-custom-fields)
- [Web App: Creating Custom Stages](https://support.spotio.com/hc/en-us/articles/360010000293-web-app-creating-custom-stages)
- [My Reports - Records Category: Streamlining Account Management and Boosting Sales Performance](https://support.spotio.com/hc/en-us/articles/16033509813143-my-reports-records-category-streamlining-account-management-and-boosting-sales-performance)
- [User permissions: control what reps and managers can see, do, and export in SPOTIO](https://support.spotio.com/hc/en-us/articles/360057242554-user-permissions-overview)
- [Shareable Filters](https://support.spotio.com/hc/en-us/articles/20590819088791-shareable-filters)
- [Territory Management: Creating and Managing Territories](https://support.spotio.com/hc/en-us/articles/360005805374-territory-management-creating-and-managing-territories)
- [SPOTIO Import Field Guide](https://support.spotio.com/hc/en-us/articles/26616808377111-spotio-import-field-guide)
- [Homeowner Data: Lead Machine](https://support.spotio.com/hc/en-us/articles/18679302494231-homeowner-data-lead-machine)
- [Flexible Objects: structure, and how to write to them](https://support.spotio.com/hc/en-us/articles/11712242070807-configuring-data-objects)
- [Business Profile Registration](https://support.spotio.com/hc/en-us/articles/21692473641367-business-profile-registration)
- [Relating Data Objects via Import](https://support.spotio.com/hc/en-us/articles/26614679056919-relating-data-objects-via-import)
- [Web App: Adding Visit Results](https://support.spotio.com/hc/en-us/articles/360034827093-web-app-adding-visit-results)
- [Daily and Weekly Reports](https://support.spotio.com/hc/en-us/articles/360040992233-daily-and-weekly-reports)
- [How to Manage and Use Links](https://support.spotio.com/hc/en-us/articles/360053876873-how-to-manage-and-use-links)
- [Webhooks](https://support.spotio.com/hc/en-us/articles/360057063834-webhooks)
- [How to Undo & Delete Imported Records](https://support.spotio.com/hc/en-us/articles/224954407-how-to-undo-delete-imported-records)
- [Autoplays: Creating and Managing Autoplays](https://support.spotio.com/hc/en-us/articles/1500002902722-autoplays-creating-and-managing-autoplays)
- [How to Create Teams](https://support.spotio.com/hc/en-us/articles/9753284835607-how-to-create-teams)
- [My Reports: How to Create a Setter/Closer Report](https://support.spotio.com/hc/en-us/articles/13000973155223-my-reports-how-to-create-a-setter-closer-report)
- [Map Intelligence: Using Custom Colorization](https://support.spotio.com/hc/en-us/articles/13325620722071-map-intelligence-using-custom-colorization)
- [How to Upload Files over SFTP to SPOTIO](https://support.spotio.com/hc/en-us/articles/16586186762263-how-to-upload-files-over-sftp-to-spotio)
- [Tasks](https://support.spotio.com/hc/en-us/articles/20590651344791-tasks)
- [SPOTIO Numbers: Caller ID & Trusted Calling](https://support.spotio.com/hc/en-us/articles/21917173372695-spotio-numbers-caller-id-trusted-calling)
- [Text Messaging: Opt-In System](https://support.spotio.com/hc/en-us/articles/21926415470615-text-messaging-opt-in-system)
- [Leaderboards](https://support.spotio.com/hc/en-us/articles/25115077928983-leaderboards)
- [How to Configure Info Layout and Tab Order](https://support.spotio.com/hc/en-us/articles/31101054416919-how-to-configure-info-layout-and-tab-order)
- [Creating Bulk Tasks](https://support.spotio.com/hc/en-us/articles/20600481448215-creating-bulk-tasks)
- [How to Export from Sales Rabbit](https://support.spotio.com/hc/en-us/articles/360045174253-how-to-export-from-sales-rabbit)
- [MCC: Creating Email and Text Templates](https://support.spotio.com/hc/en-us/articles/360053087954-mcc-creating-email-and-text-templates)
- [Sales Tax: How is sales tax for SPOTIOarn how sales tax is determined and charged for SPOTIO subscriptions. determined & charged?](https://support.spotio.com/hc/en-us/articles/11233344907031-sales-tax-how-is-sales-tax-for-spotio-determined-charged)
- [Email Signature for MCC](https://support.spotio.com/hc/en-us/articles/16012765975831-email-signature-for-mcc)
- [How to Provision SPOTIO Phone Numbers](https://support.spotio.com/hc/en-us/articles/360047990254-how-to-provision-spotio-phone-numbers)
- [Colorization - Enhance Your Map!](https://support.spotio.com/hc/en-us/articles/360016333094-colorization-enhance-your-map)
- [Custom Activities and Results](https://support.spotio.com/hc/en-us/articles/11414900066711-custom-activities-and-results)
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## Sales Rep
- [Map Intelligence: My Filters](https://support.spotio.com/hc/en-us/articles/5693707392919-map-intelligence-my-filters)
- [Adding, Viewing, and Deleting Record Photos](https://support.spotio.com/hc/en-us/articles/360018695153-adding-viewing-and-deleting-record-photos)
- [Routing: How to Build and Manage Routes](https://support.spotio.com/hc/en-us/articles/360061370754-routing-how-to-build-and-manage-routes)
- [DASH: Your AI Co-Pilot for Field Sales](https://support.spotio.com/hc/en-us/articles/39393147551383-dash-your-ai-co-pilot-for-field-sales)
- [Password Reset](https://support.spotio.com/hc/en-us/articles/360015406453-password-reset)
- [How To Use Google Places](https://support.spotio.com/hc/en-us/articles/6293616516759-how-to-use-google-places)
- [How to Use Chat](https://support.spotio.com/hc/en-us/articles/360018785333-how-to-use-chat)
- [Homeowner Data: InfoTap](https://support.spotio.com/hc/en-us/articles/360016065013-homeowner-data-infotap)
- [Report Diagnostics on Mobile](https://support.spotio.com/hc/en-us/articles/360044175813-report-diagnostics-on-mobile)
- [How to Record Your Screen - iPhone & Android Devices](https://support.spotio.com/hc/en-us/articles/360017421294-how-to-record-your-screen-iphone-android-devices)
- [Add an Activity/Appointment on Mobile](https://support.spotio.com/hc/en-us/articles/360033722434-add-an-activity-appointment-on-mobile)
- [Making and Receiving calls with SPOTIO](https://support.spotio.com/hc/en-us/articles/360049406994-making-and-receiving-calls-with-spotio)
- [MCC: How to Text With SPOTIO](https://support.spotio.com/hc/en-us/articles/360050173333-mcc-how-to-text-with-spotio)
- [How to Search for a Record](https://support.spotio.com/hc/en-us/articles/226809628-how-to-search-for-a-record)
- [How to Create Digital Business Cards](https://support.spotio.com/hc/en-us/articles/4413846190487-how-to-create-digital-business-cards)
- [Personalized Voicemail](https://support.spotio.com/hc/en-us/articles/7401413360535-personalized-voicemail)
- [Territories](https://support.spotio.com/hc/en-us/articles/8267726135319-territories)
- [Colorization - Mobile App](https://support.spotio.com/hc/en-us/articles/9018977954327-colorization-mobile-app)
- [Translating your SPOTIO app](https://support.spotio.com/hc/en-us/articles/11818071771415-translating-your-spotio-app)
- [Notifications](https://support.spotio.com/hc/en-us/articles/13525382018327-notifications)
- [Download My Day](https://support.spotio.com/hc/en-us/articles/18083974962839-download-my-day)
- [Sending E-Contracts](https://support.spotio.com/hc/en-us/articles/19202657383831-sending-e-contracts)
- [Sharing Digital Business Cards](https://support.spotio.com/hc/en-us/articles/19258253893143-sharing-digital-business-cards)
- [MCC: Using Email and Text Templates](https://support.spotio.com/hc/en-us/articles/19482762989847-mcc-using-email-and-text-templates)
- [Working Hours](https://support.spotio.com/hc/en-us/articles/20590725709847-working-hours)
- [Manual Call Logging on Mobile](https://support.spotio.com/hc/en-us/articles/20590885415319-manual-call-logging-on-mobile)
- [Mobile: Log Activity Screen](https://support.spotio.com/hc/en-us/articles/20615679011223-mobile-log-activity-screen)
- [How to Delete A Record](https://support.spotio.com/hc/en-us/articles/6349409923607-how-to-delete-a-record)
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## Getting Started
- [Web and Mobile App: How to Use the "Find Me" Feature](https://support.spotio.com/hc/en-us/articles/360018543574-web-and-mobile-app-how-to-use-the-find-me-feature)
- [Mobile App: How to Search for Records, Territories, or Places](https://support.spotio.com/hc/en-us/articles/360018783053-mobile-app-how-to-search-for-records-territories-or-places)
- [Mobile App: How to Change Layer Views on the Mobile App](https://support.spotio.com/hc/en-us/articles/360018627434-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](https://support.spotio.com/hc/en-us/articles/360018785773-web-app-how-to-navigate-the-right-side-menu-on-the-web-app)
- [SPOTIO: Links](https://support.spotio.com/hc/en-us/articles/7040450013591-spotio-links)
## FAQ
- [How to Search for a Record in SPOTIO (Web & Mobile)](https://support.spotio.com/hc/en-us/articles/226629067-how-to-search-for-a-record-in-spotio-web-mobile)
- [How to Update and/or Move Records on the Map](https://support.spotio.com/hc/en-us/articles/115013761608-how-to-update-and-or-move-records-on-the-map)
## SPOTIO Español
- [Cómo Registrar una Visita con los Resultados de la Visita (Visit Results)](https://support.spotio.com/hc/en-us/articles/360036557074-c%C3%B3mo-registrar-una-visita-con-los-resultados-de-la-visita-visit-results)
- [Cómo Agregar Resultados de Visitas en la Web (Add Visit Results - Web)](https://support.spotio.com/hc/en-us/articles/360036870094-c%C3%B3mo-agregar-resultados-de-visitas-en-la-web-add-visit-results-web)
- [Como Contactarnos](https://support.spotio.com/hc/en-us/articles/360035002793-nuevo-en-spotio-como-contactarnos)
- [Colorización (Colorization)](https://support.spotio.com/hc/en-us/articles/360036557114-colorizaci%C3%B3n-colorization)
- [Cómo Suspender a un Usuario (Deactivating a User)](https://support.spotio.com/hc/en-us/articles/360036557014-c%C3%B3mo-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)](https://support.spotio.com/hc/en-us/articles/360043649194-conectar-su-calendario-de-google-google-calendar-sync)
- [Restablecimiento de Contraseña (Passwordnde cómo restablecer tu contraseña de SPOTIO si la has olvidado o necesitas cambiarla. Reset)](https://support.spotio.com/hc/en-us/articles/360036557134-restablecimiento-de-contrase%C3%B1a-password-reset)
- [¿Como se usa SPOTIO? (How to use SPOTIO)](https://support.spotio.com/hc/en-us/articles/360037352113-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)](https://support.spotio.com/hc/en-us/articles/360037065593-lectura-de-la-canalizaci%C3%B3n-reading-the-pipeline)
- [Informes diarios y semanales (Daily/Weeklyprende cómo acceder y usar los informes diarios y semanales de actividad en SPOTIO. reports)](https://support.spotio.com/hc/en-us/articles/360043649014-informes-diarios-y-semanales-daily-weekly-reports)
- [Encuentra Mi Equipo (Find My Team)](https://support.spotio.com/hc/en-us/articles/360041561913-encuentra-mi-equipo-find-my-team)
- [Usando Filtros (Using Filters)](https://support.spotio.com/hc/en-us/articles/360037065613-usando-filtros-using-filters)
- [Creación de etapas personalizadas (Customnde cómo crear etapas personalizadas en tu pipeline de ventas de SPOTIO. Stages)](https://support.spotio.com/hc/en-us/articles/360036870114-creaci%C3%B3n-de-etapas-personalizadas-custom-stages)
- [Cambio Masivo de Registros en su Cuentae cómo realizar cambios masivos en los registros de tu cuenta de SPOTIO. (Bulk Change)](https://support.spotio.com/hc/en-us/articles/360037065573-cambio-masivo-de-registros-en-su-cuenta-bulk-change)
- [Rutas de Conducción (Driving Routes)](https://support.spotio.com/hc/en-us/articles/360041084034-rutas-de-conducci%C3%B3n-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)](https://support.spotio.com/hc/en-us/articles/360041561893-representante-de-campo-top-5-field-rep-top-5)
- [Creación de Camposprenda a crear campos personalizados en SPOTIO para capturar información específica de sus registros. Personalizados (Creating Custom Fields)](https://support.spotio.com/hc/en-us/articles/360037065553-creaci%C3%B3n-de-campos-personalizados-creating-custom-fields)
- [Importación de Lista de Clientes (Importing)](https://support.spotio.com/hc/en-us/articles/360036557054-importaci%C3%B3n-de-lista-de-clientes-importing)
- [Cómo traducir SPOTIO al español](https://support.spotio.com/hc/en-us/articles/11810043101591-c%C3%B3mo-traducir-spotio-al-espa%C3%B1ol)
- [Cómo suspender a un usuario (User management, suspending users)](https://support.spotio.com/hc/en-us/articles/360044156273-c%C3%B3mo-suspender-a-un-usuario-user-management-suspending-users)
See less ▼
## SPOTIO: Troubleshooting
- [How to Check GPS Settings](https://support.spotio.com/hc/en-us/articles/360053100414-how-to-check-gps-settings)
- [How to Contact Support](https://support.spotio.com/hc/en-us/articles/360016068493-how-to-contact-support)
- [Troubleshooting the SPOTIO Application](https://support.spotio.com/hc/en-us/articles/7040766950551-troubleshooting-the-spotio-application)
- [Connectivity: Turn off 5G on iPhone & Android to optimize performance](https://support.spotio.com/hc/en-us/articles/11573750155543-connectivity-turn-off-5g-on-iphone-android-to-optimize-performance)
## Manager
- [How to Bulk Change](https://support.spotio.com/how-to-bulk-change)
- [Colorization - Web App](https://support.spotio.com/hc/en-us/articles/9021046254615-colorization-web-app)
- [How to Use Layers](https://support.spotio.com/hc/en-us/articles/360018540694-how-to-use-layers)
- [Web App: How to Use KML Layers](https://support.spotio.com/hc/en-us/articles/360018822773-web-app-how-to-use-kml-layers)
- [Reading the Pipeline](https://support.spotio.com/hc/en-us/articles/360009995493-reading-the-pipeline)
- [Autovisits: Improving Activity Management ](https://support.spotio.com/hc/en-us/articles/360056818354-autovisits-improving-activity-management-and-more-complete-data)
- [Territory Management: Building Hierarchies](https://support.spotio.com/hc/en-us/articles/360015959334-territory-management-building-hierarchies)
- [GPS Trails](https://support.spotio.com/hc/en-us/articles/360058754913-gps-trails)
- [Find My Team](https://support.spotio.com/hc/en-us/articles/360016066593-find-my-team)
See less ▼
## Getting Started: Manager
- [Success with SPOTIO - Sales Manager Top 5](https://support.spotio.com/hc/en-us/articles/360038285133-success-with-spotio-sales-manager-top-5)
## Getting Started: Admin
- [How to Export Data from SPOTIO](https://support.spotio.com/hc/en-us/articles/6990698466839-how-to-export-data-from-spotio)
- [Importing Records to SPOTIO](https://support.spotio.com/hc/en-us/articles/6738106711447-importing-records-to-spotio)
- [User Management: Roles and Statuses](https://support.spotio.com/hc/en-us/articles/360021949614-user-management-roles-and-statuses)
- [Add a rep or user to your account](https://support.spotio.com/hc/en-us/articles/360006049093-user-management-adding-users)
- [Suspend or reactivate a user](https://support.spotio.com/hc/en-us/articles/360021949494-user-management-suspending-users)
- [How to Read Your Dashboard](https://support.spotio.com/hc/en-us/articles/360021768473-how-to-read-your-dashboard)
- [How to Format Your Import Template](https://support.spotio.com/hc/en-us/articles/360053613274-how-to-format-your-import-template)
- [Setting Up and Uploading E-Contracts](https://support.spotio.com/hc/en-us/articles/18556027130647-setting-up-and-uploading-e-contracts)
- [MultiChannel Communication: Emails, Callsrn how to use SPOTIO's multi-channel tools to reach customers via email, phone calls, and text messages. & Texts](https://support.spotio.com/hc/en-us/articles/360057363233-multichannel-communication-emails-calls-texts)
See less ▼
## Getting Started: Sales Rep
- [How to Log a Visit with Visit Results](https://support.spotio.com/hc/en-us/articles/360034305454-how-to-log-a-visit-with-visit-results)
- [Email and Calendar Integration](https://support.spotio.com/hc/en-us/articles/8108577621911-email-and-calendar-integration)
- [Success with SPOTIO - Field Sales Rep Top 5](https://support.spotio.com/hc/en-us/articles/360037793134-success-with-spotio-field-sales-rep-top-5)
## Giving SPOTIO Reviews
- [Writing a SPOTIO Review on G2](https://support.spotio.com/hc/en-us/articles/115015473408-writing-a-spotio-review-on-g2)
- [Getting started](https://support.spotio.com/getting-started)
- [Troubleshooting](https://support.spotio.com/troubleshooting)
- [Integrations](https://support.spotio.com/integrations)
- [Knowledge Base](https://support.spotio.com/knowledge-base#main-content)
- [Admin](https://support.spotio.com/knowledge-base#admin)
- [Sales Rep](https://support.spotio.com/knowledge-base#sales-rep)
- [Getting Started](https://support.spotio.com/knowledge-base#getting-started)
- [FAQ](https://support.spotio.com/knowledge-base#faq)
- [SPOTIO Español](https://support.spotio.com/knowledge-base#spotio-español)
- [SPOTIO: Troubleshooting](https://support.spotio.com/knowledge-base#spotio-troubleshooting)
- [Manager](https://support.spotio.com/knowledge-base#manager)
- [Getting Started: Manager](https://support.spotio.com/knowledge-base#getting-started-manager)
- [Getting Started: Admin](https://support.spotio.com/knowledge-base#getting-started-admin)
- [Getting Started: Sales Rep](https://support.spotio.com/knowledge-base#getting-started-sales-rep)
- [Giving SPOTIO Reviews](https://support.spotio.com/knowledge-base#giving-spotio-reviews)
- [Release Notes](https://support.spotio.com/release-notes#main-content)
- [2025 Releases](https://support.spotio.com/release-notes#2025-releases)
- [2026 Releases](https://support.spotio.com/release-notes#2026-releases)
- [SPOTIO University](https://support.spotio.com/spotio-university#main-content)
- [SPOTIO U: On Demand](https://support.spotio.com/spotio-university#spotio-u-on-demand)
- [Live Training Sessions](https://support.spotio.com/spotio-university#live-training-sessions)
- [Billing](https://support.spotio.com/billing)
- [Webinars: On Demand](https://support.spotio.com/webinars-on-demand#main-content)
- [Feature Spotlight](https://support.spotio.com/webinars-on-demand#feature-spotlight)
- [Strategy & Best Practices](https://support.spotio.com/webinars-on-demand#strategy-best-practices)
- [Quick Start Guides](https://support.spotio.com/quick-start-guides#main-content)
- [Quick Start Videos: Web App Setup Guides](https://support.spotio.com/quick-start-guides#quick-start-videos-web-app-setup-guides)
- [Quick Start Videos: Mobile App Navigation](https://support.spotio.com/quick-start-guides#quick-start-videos-mobile-app-navigation)
- [Quick Start Videos: Web App Navigation](https://support.spotio.com/quick-start-guides#quick-start-videos-web-app-navigation)
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