How to Use Webrun to Drag File Link into a Job Using RF Sync+
If you have not yet downloaded and installed Webrun, click here for detailed instructions.
If you go 3 minutes into this video, John does a demons...
How to Download, Install & Use Webrun to drag files to “Jobs” in Sync+
Webrun – This application allows you to access files on your computer (from “File Explorer” in Windows and “Finder” on a Mac)...
Push AJ Comments to an Open Opportunity
You can turn on a setting for each individual user that will prompt you to add you comments in an Activity Journal to an open Opportunity (if you hav...
How to Update Opportunities in Bulk
You can now update multiple opportunities at the same time. You can update “Follow Up Date” and the other 2 date fields in an opportuni...
Private Teams – What are they used for?
In addition to a Sales Team, you can also create and use “Private Teams.”
They are used to limit visibility to companies.
Examp...
‘Update Selected’ vs Reimport
There are certain fields that can not be updated in a company using the “Reimport” function. Fields applicable for Company update: Name,...
Hide Parent Company Contacts in Child Contact List
If you use “Parent Companies” you will notice that the contacts for the parent company will be displayed when looking at the contacts on...
Date Format Error: Explained!
Date Format Error Prevention: It is important to know if the date in your spreadsheet is formatted as an Excel date or is formatted as text.&nb...
Automated Marketing & Prospecting (video) Using Opportunity Stage Actions
This video will give you an overview of the automation process you can use in Opportunities using Opportunity Stages.
Alias on Primary and Secondary Customer Combined AKA Combo Aliasing: When? Why? How?
Combo Aliasing can be used to specify the correct Primary Customer based on the Secondary Customer (and vice versa) in commission reports. When...