Quick Start Guides
Quick Start Videos: Web App Setup Guides
- Welcome to SPOTIO!
- Web App Setup: Why and How to Add Lossn why and how to add loss reasons in SPOTIO to better track and analyze lost opportunities. Reasons
- My Reports Overview: Visibility Into then overview of My Reports in SPOTIO and how it gives you visibility into the metrics that matter most. Metrics That Matter
- Web App Setup: User Management andearn how to set up user management and billing in the SPOTIO web app. Billing
- Web App Setup: Single Stage Pipeline
- Web App Setup: How to Create Visit Results
Quick Start Videos: Mobile App Navigation
- Mobile App: How to Add a Record on the Map
- Mobile App: SPOTIO Permissions
- Guide to SPOTIO: Draft Needs Edits
- Mobile App: How to Log In
- Basic Plan: Integrations
- Web App: How to Upload Documents
- Basic Plan: Billing Information
- Mobile App: Hot Keys
- 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
- Basic Plan: How to Create a Lead in Door-to-tep-by-step guide to creating a new lead in door-to-door mode using the SPOTIO Basic Plan.Door Mode
- Basic Plan: How to Set an Appointment from how to schedule and set appointments directly from the SPOTIO mobile app. the Mobile App
- Basic Plan: How to Work Leads From the Pipeline View
Quick Start Videos: Web App Navigation
- Web App: How to Log In
- 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
- Hybrid Multi-Channel Communication