Entering Activity

Quickly add any activity

  1. Adding activity using the [+] button

Loading and Updating Information

  1. Creating a New Activity (Call, Case, Opportunity)
  2. Creating Activities (Calls, Opportunities, etc)
  3. Linking Activities
  4. Linking Activities on Mobile

Service Requests

  1. Creating a service request
  2. Streamlining the Service Request Process
  3. Service Request Reporting Example
  4. Integrating your sales,service request, delivers, invoicing, etc.
  5. Request and Approval Process

Call Management

  1. Call Management
  2. Scheduling and Recording Calls 
  3. Calendar 
  4. Outlook (Exchange) Integration 
  5. Gmail Integration

Alerts

  1. Creating Alerts
  2. Alert Visibility
  3. Notes
  4. Tasks

Quotes

  1. Creating a quote faster
  2. Creating a quote from a opportunity/ account screen
  3. Creating quote from Inventory
  4. Creating quotes for prospects

Frequently asked Questions

  1. How do I make a copy of an sales call, opportunity or other activity?
  2. How do I attach documents?
    1. Picture, Video, Audio?
    2. Setup media
  3. Can I send something to my manager with a question or for approval?
  4. How do I print and share Handle items with team members or customers?
  5. How do alerts differ from a Note or a notification?
  6. Can handle automatically remind me to call customers?