Outbound Caller ID
Learn how to select an area code that you would like to call a customer from
Learn how to select an area code that you would like to call a customer from
Adam presents the top 10 Automation Tips. Follow up videos available for each tip.
Learn how to set up various tasks, action items and alerts to make sure tasks are completed.
Learn how to set up a whole host of alert triggers to streamline work flows
Learn how to set up automated reports to be used as work flows for your team.
Learn how to set up recurring events (i.e. memberships, preventative maintenance, vehicle inspections, etc)
Learn about this added pro-feature to help you set up different targeted campaigns and easily track
Learn how to customize and automate auto batching to help make accounting easier
Learn how to make changes to your price book when a change has been made to the master GDF Catalogs
Learn how to reconcile credit card payments. Especially helpful if you use integrated payments.