Toggle the Widgetbar
Quickly add any activity
- Adding activity using the [+] button
Loading and Updating Information
- Creating a New Activity (Call, Case, Opportunity)
- Creating Activities (Calls, Opportunities, etc)
- Linking Activities
- Linking Activities on Mobile
- Creating a service request
- Streamlining the Service Request Process
- Service Request Reporting Example
- Integrating your sales,service request, delivers, invoicing, etc.
- Request and Approval Process
- Call Management
- Scheduling and Recording Calls
- Outlook (Exchange) Integration
- Gmail Integration
- Creating Alerts
- Alert Visibility
- Creating a quote faster
- Creating a quote from a opportunity/ account screen
- Creating quote from Inventory
- Creating quotes for prospects
Frequently asked Questions
- How do I make a copy of an sales call, opportunity or other activity?
- How do I attach documents?
- Picture, Video, Audio?
- Setup media
- Can I send something to my manager with a question or for approval?
- How do I print and share Handle items with team members or customers?
- How do alerts differ from a Note or a notification?
- Can handle automatically remind me to call customers?