Guide to SPOTIO: Draft Needs Edits

Guide to SPOTIO: Basic PlanWelcome to SPOTIO’s Basic Plan! In the next several videos, you’ll find all the information you need to set up your SPOTIO account and get started. This guide covers the following topics and you can use the hyperlinks in this Table of Contents to jump directly to the information you need, or follow along for a Quick Start guide to SPOTIO and Best PracticesLogging InAllowing SPOTIO PermissionsSetting Up Your AccountCreating Your Sales PipelineCreating Custom FieldsCustom ActivitiesAdding a New UserCompany Settings & ProcessesSecuritySales ProcessesImportingCompany DocumentationeContracts SetupUsing Your AccountProfile MenuThe DashboardViewsLayers ViewsColorizing LeadsFiltering LeadsLead ClustersLead ManagementCreating a Lead and a VisitCreating a Lead (in D2D Mode)Creating a Lead ManuallyReworking a LeadGhost LeadsWorking Leads from the Pipeline ViewLogging an ActivityAdd a Note to a LeadAdd a Photo to a LeadSetting an AppointmentSearchingSearch for a LeadSearch for Leads, Territories, or PlacesFind MeTeam LayerInternal ChatMobile Action KeysBillingIntegrationsLogging InFirst thing first, let’s get you logged in! Use this video to learn how to login to SPOTIO.https://spotio.wistia.com/medias/6pj88p3gwrAllowing SPOTIO PermissionsThe first time you log in, SPOTIO needs to ask for some permissions. Watch this video to learn about that.https://spotio.wistia.com/medias/w4nz5t26cnSetting Up Your AccountCreating Your Sales PipelineThis video teaches you how to set the Stages for your Sales Pipeline. Stages are the foundation of visibility into your sales activities, letting you get an at-a-glance view of where each of your leads live inside your sales process. For written instructions on how to create those Stages, click HERE.https://support.spotio.com/hc/en-us/articles/360010000293-Creating-Custom-StagesCreating Custom FieldsThis video gives you the skinny on how to create Custom Fields that will help you and your Reps collect lead information that is specific to your needs. For written instructions on how to create those Custom Fields, click HERE.https://spotio.wistia.com/medias/t6a58s4amvCustom ActivitiesThis video teaches you how to set up the Activities you want your Team to be able to perform. You can add activities like visit, call, email, fax, or get really crazy and have them do a little dance.https://spotio.wistia.com/medias/udjyej86hpAdding a New UserHow to add in your Users.https://spotio.wistia.com/medias/5xwxts5yv2Company Settings & ProcessesThis video covers the Security and Sales Process settings for your Sales Rep permissions and choosing whether or not to enable D2D Mode.https://spotio.wistia.com/medias/7trxddgmu1Security        How to customize your Sales Rep permissions Sales ProcessesEnable D2D mode to allow reps to record a “Not at home” or “Contacted” visit to a home by clicking on a location.Disable D2D mode requires reps to create a New Lead before recording information about visits to that lead.ImportingThis video shows you how to use the SPOTIO template to upload lead information in bulk. Please keep in mind that you MUST use the SPOTIO template to upload information.https://spotio.wistia.com/medias/lg2ad2frpldkCompany DocumentationDo you have documents that you need to use regularly? Keep them in SPOTIO! This video shows you how to do that.https://spotio.wistia.com/medias/v9th6vt3b0eContracts SetupYou may want to be able to have your Customers sign their contracts while your Reps are out in the field with them. This video gives you information about using SPOTIO’s eContract feature and a few best practices for setting up your documents to take advantage of eSignatures.https://spotio.wistia.com/medias/k6hny7aackUsing Your AccountProfile MenuThis video tells you the contents of our Profile Menu, including how to contact Support.https://spotio.wistia.com/medias/ry0tahmghwThe DashboardThis is your at-at-glance look at your overall SPOTIO account. Learn about it in this video.https://spotio.wistia.com/medias/yv1lkzpuivViewsLayers ViewsOnly want to see your Closed Won leads? Want to see a plain map or a satellite view? This video teaches you how to turn on and off Layers to allow you to see the Leads you want to, when you want to.https://spotio.wistia.com/medias/ib8c1tsocnColorizing LeadsColorizing is one of the SPOTIO Team’s favorite features of the SPOTIO app. Learn how to colorize your leads and get granular detail about them in this video.https://spotio.wistia.com/medias/1beldg5ycdFiltering LeadsThis video shows you how to filter your Lead information to drill down to a subset of criteria you specify. For written instructions on using Filter, click HERE.https://spotio.wistia.com/medias/tviplmje9qLead ClustersWhat are Lead Clusters and why are they there? How do I use them? This video tells you!https://spotio.wistia.com/medias/7x2xkzpvbyLead ManagementCreating a Lead and a VisitThis video gives the basics for creating a Lead in your account and logging a Visit.https://spotio.wistia.com/medias/20x00434rtCreating a Lead (in D2D Mode)This video explains how to create a lead when your account is in D2D Mode.https://spotio.wistia.com/medias/20x00434rtCreating a Lead ManuallyIf you want to create a Lead from complete scratch (if you get a referral, for example), you might want to use Manual Lead Entry. This video shows you how to do that.https://spotio.wistia.com/medias/f6m74oy3uoReworking a LeadWhat happens when you’re working a Lead you’ve already created? Find out in this video!https://spotio.wistia.com/medias/04yhuklg8jGhost LeadsThis video explains why you may see white “Ghost” leads in a territory. https://spotio.wistia.com/medias/9bab5blq0jWorking Leads from the Pipeline ViewYou may prefer working from a list view rather than a map view. If so, Pipeline View is for you and this video shows you how to use it.https://spotio.wistia.com/medias/behaursbtfLogging an ActivityThis video shows you how to log an activity so you get credit for the work you’re doing!https://spotio.wistia.com/medias/bmnrtji34qAdd a Note to a LeadThis video shows you how to add a note to a Lead.https://spotio.wistia.com/medias/iq3zjajuz9Add a Photo to a LeadThis video shows you how to add a photo to a Lead from the Mobile app.https://spotio.wistia.com/medias/66bliw89vuSetting an AppointmentNeed to schedule an appointment? This video will show you how!https://spotio.wistia.com/medias/tkdmb6xpSearchingSearch for a LeadLearn how to Search for a Lead in this video. As long as a Lead is in your system, here’s how to find it!https://spotio.wistia.com/medias/k068v38x7zSearch for Leads, Territories, or PlacesThis video shows you another way to search inside your SPOTIO app. This time, you can also search for Territories or Places as well as Leads.https://spotio.wistia.com/medias/a1xxyq9m5cFind MeDo you ever get lost on your map? This video shows you how to find yourself when you’ve zoomed out, or scrolled off to far from your actual location.https://spotio.wistia.com/medias/2x8icl980sTeam LayerNow that you know where you are, maybe you want to see where the rest of your Team is. This video shows you how to see where your Team is, so you can pick a great place to meet for lunch.https://spotio.wistia.com/medias/xqlpphsa7uInternal ChatThis video covers how to chat with your teammates from inside of SPOTIO, and how to find important notifications from SPOTIO. https://spotio.wistia.com/medias/wzendg9tcaMobile Action KeysWe have some hotkeys set up for you and this video tells you all about them.https://spotio.wistia.com/medias/xqlpphsa7uBillingThis video covers how to view your current billing information, update your credit card on file, and how to manage the number of users on your accounts.https://spotio.wistia.com/medias/121v6gobg7IntegrationsThis video talks about the integrations available on the Basic Plan. For more in-depth information about how to use Zapier integrations and detailed instructions on how to build Zaps, click HERE.https://spotio.wistia.com/medias/wowtxq0xl3