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Users and sharing information
- Creating and managing your user accounts
- Sharing information with your team and clients
Category tags
- Organizing your contacts into groups to manage call lists
- Managing different contact segments & pipelines
Email campaigns
- Sending emails to contacts using scheduled activities, the Webmail client, or specialized marketing services
- How to use the Constant Contact and MailChimp Add-ons
iPhone, mobile application
- Access all your Solve360 information on your iPhone, Android or newer Blackberry smart-phone
- Get immediate answers to questions and update the team when out of the office
iPad, touch/tablet application
- Access all your Solve360 information on your iPad, Playbook, and newer Android based tablets
- Includes most of the features found in the full application enabling your team to work almost exclusively from the device
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Importing Contacts and Companies
- How to load data from any system
- Special tips on transposing data into the Solve360 format
Attaching emails as activities
- How to simply attach email messages to a contact, company or project blog page
- Advanced integration with Google and Rackspace
Using Activity Templates
- Save massive time and squeeze out human error when repeating the same process
- Leverage intelligent, time-sensitive sequencing to support workflow
Customizing Forms and Fields
- Customize the layout of the contact, company and project blog form
- Add a range of custom fields to all record types, including activities, to support your unique business requirements
- Setup different field layouts depending on which category tags are selected
- When to use a custom field vs a category tag
Linking to external calendar systems
- Sync your Solve360 events and tasks directly to an external calendar system like Mac’s iCal, Outlook 2007 and the iPhone.
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