Handle
Including Handle CRM, Handle Mobile, and Paperless
Getting Started
Administration
- Handle - Admin - How To Create a New User
- Handle - Admin - How To Manage User Permissions
- Dynamic Status Indicators
- Share Views and Push Pins in Mass or With a Single Click
- Configure OAuth authentication with Office365 Outlook
- Zapier Email Parser for Entering New Leads to Handle (Guide)
- Handle Infrastructure – Overview & Requirements
- Importing Leads
- Handle New User Request
Handle CRM
- Handle - CRM - Outlook for Handle
- CLG Integration – Turn CLG Data into Actionable Opportunities
- Teams
- Quick Entry - Automate Your Data Entry
- Quick Entry - Comments
- Calendar Integration
- Activity Feed
- Workflow Data Selector
- Kenect Integration
- Account Grouping: Roll Up Account Activity & See It From One Account
- Tab Navigation
- Thresholds by Hours/Minutes
- "My Assigned" Filter
- Account Management and Assignments
- Calendar Sync with Microsoft 365
- Campaign & Survey Automation
- Target
- Pipeline Advanced Reporting: Speed to Close
- Satisfyd Integration
- Attachments Carousel View
- Making EDA/UCC Filings Actionable – Integrating EDA Account Profiles
- PO Data and PDF Integration