Microsoft Teams Integration
What if my Activity Journals for a particular product line could publish into a Microsoft Teams channel so that my reps can action those activities o...
Increasing Sales using your Calendar Webinar
Selling first virtually requires additional skills with your calendar management.Join Steve Turner of Turner Time Management and John Mitchell, Presi...
Tutorial – How to Create a Living Report
Click below to watch “What is a living report and why would I create one?”
You can create a “live” report in Excel that pulls your Opp...
Field Rep Pocket Guide (PPT)
There is a printed Field Rep Pocket Guide available that folds up and tucks in your pocket, car, or iPad/tablet carry case. This is a digital PPT Sh...
How to Print Activity Journals
You can print an Activity Journal list to view all of the activity within a specific company. Click below to view step-by-step tutorial.
How to Create Activity Journal (Online/Mobile/Sync+)
How to Make Call Notes & Reminders Using Activity Journal
Activity Journal entries allow you to keep track of what activity has taken place wi...
My line (Manufacturer/Principal) is not showing in my Activity Journal
If you add a new Manufacturer/Principal, you will need to add that to the list of available manufacturers in Activity Journals. Go to “Setting...