Quick Start Guides

Quick Start Videos: Web App Setup Guides

• Welcome to SPOTIO!
• Web App Setup: User Management and Billing
• Web App Setup: Why and How to Add Loss Reasons
• Web App Setup: How to Create Visit Results
• Web App Setup: Single Stage Pipeline
• My Reports Overview: Visibility Into the Metrics That Matter

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Quick Start Videos: Mobile App Navigation

• Mobile App: SPOTIO Permissions
• Mobile App: Hot Keys
• Mobile App: How to Add a Record on the Map
• Mobile App: How to Log a Visit for an Existing Record
• Basic Plan: How to Create a Lead in Door-to-Door Mode
• Basic Plan: Integrations
• Guide to SPOTIO: Draft Needs Edits
• Web App: How to Upload Documents
• Basic Plan: How to Set an Appointment from the Mobile App

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Quick Start Videos: Web App Navigation

• Web App: How to Log In
• Web App: How to View Record Details on the Web
• Hybrid Multi-Channel Communication
• Web App: How to Use the Pipeline & List Views on Web
• Web App: How to Use Reporting (Includes, How to Export)