Quick Start Guides

Quick Start Videos: Web App Setup Guides

• Web App Setup: Why and How to Add Loss Reasons
• My Reports Overview: Visibility Into the Metrics That Matter

Quick Start Videos: Mobile App Navigation

• Mobile App: How to Log In
• Mobile App: How to Add a Record on the Map
• Mobile App: SPOTIO Permissions
• Web App: How to Upload Documents
• Mobile App: How to Log a Visit for anearn how to log a visit for an existing record directly from the SPOTIO mobile app. Existing Record

Quick Start Videos: Web App Navigation

• Hybrid Multi-Channel Communication
• Web App: How to Use Reporting (Includes,earn how to use the reporting features in the SPOTIO web app, including how to export your data. How to Export)
• Web App: How to View Record Details on theearn how to view and navigate detailed record information in the SPOTIO web application. Web
• Web App: How to Use the Pipeline & List Views on Web