Search Results
Articles tagged "Team" returned 105 results.
Page 6 of 11
Resources
...for helpful tips & more. Not sure what to do? Our support team is ready to help Raise a Support Ticket All requests are logged with our support team and...
Administration
...a Support Ticket All requests are logged with our support team and you will receive a response shortly. Raise a ticket Contact the Support Team Chat online, send us an...
Product News
...functionality. Scroll carousel left Scroll carousel right Release Notes April 2024 Engagement scoring is a great way to determine when the Sales team or Account Manager should get in contact...
Contact Support
Raise a Support Ticket All requests are logged with our support team and you will receive a response shortly. Raise a ticket Or Contact the Support Team Chat online, send...
Using Loqate Email Validation
Single Address Validation Open your contact record and click on the Validation icon on the right hand side of your email address field. Close modal Or, similarly on your Lead...
Set up your annual reporting
...targets for next year learn How To Setup General Targets and How To Setup Product Group Targets. Creating Sales Target Charts will enable you to manage your team and user...
Capture, Manage & Nurture Exhibition Leads
...List. create a Campaign Close modal 6. Manage and Assign Your Leads Once your exhibition is over you may want to assign your leads within the business to your team...
Automate the sales process
...a demo within 7 days is automatically created: Close modal Create Reminder Alerts Use alerts to remind the sales team to follow up an Opportunity In this example when the...
Create a Lead List
...Access Mode can be set to Public, Team or Private, this can be set depending on who will require access to the leads list. Choose your Promotion Mode from Anyone...
Creating Sales Target Charts
...your definition. Click on Save. This can then be pinned to a Homepage Dashboard and shared with the wider team. Close modal Below is an example of a ‘Sales vs...
