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Texada Knowledge Base

Handle CRM

Handle CRM

Handle Merger Announcement

Getting Started

Handle Quick-Start Guide

Handle - Getting Started - How To Log In To Handle

Handle - Getting Started - How To Navigate Handle

Handle - Getting Started - How To Manage Searches

Create a Search

Configure Search Settings

Tile and Dashboard Setup

Vocabulary: Terms Used in Handle

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Administration

Handle - Admin - How To Create a New User

Handle - Admin - How To Modify a User

Handle - Admin - How To Manage User Permissions

Audit User Data

Add A New User

Dynamic Status Indicators

Share Views and Push Pins in Mass or With a Single Click

Self-Service and Layout Editor

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

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Handle CRM

Handle - CRM - Outlook for Handle

Comment Block

Microsoft Single Sign-On

CLG Integration – Turn CLG Data into Actionable Opportunities

Simplified Interface Options

Teams

Quick Entry - Open in Agent

Quick Entry - Automate Your Data Entry

Quick Entry - Add New Item

Quick Entry - Comments

Handle Agent

Flow Screen

Lead Management

Mapping in Field Sales Calls

Calendar Integration

Quick Entry

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

Keyword Search

EDA & FMiD Integration

Account Management and Assignments

Calendar Sync with Microsoft 365

Campaign & Survey Automation

Pipeline

Target

Calendar Drag and Drop: Efficient Reminders and Scheduling

Pipeline Advanced Reporting: Speed to Close

Satisfyd Integration

Save Over

Attachments Carousel View

Making EDA/UCC Filings Actionable – Integrating EDA Account Profiles

PO Data and PDF Integration

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Analytics

Price Audit Automation

Dashboard Grid Export to Excel

Scheduled Reports

Grouped Grid Dashboards

Dashboards

Formula Tiles - Calculate a Close Ratio

ETC - Forecasting and Automation

Aftermarket Analysis & Automated Reporting

Sales Goal Tracking

UCC Integration: Lost Sale, Participation, and Follow-up Reporting

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Inventory

Pending Sold Monitor

Real-Time Inventory Checks

DIT Integration – Consolidate Data to Understand It and Find Disparities

Automated Data Maintenance

Parts Invoices

Inventory Timestamps, Automation, and Secondary Holds

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Mobile

Add Items to a Module

Configure Quick Access

Keyword Searches

Install and Configure Handle 2.0 Mobile

Mobile Configuration

Handle’s Redesigned Mobile App

Mobile Update & Redesign

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Calendars

Calendars in Handle

Combine Handle Calendars into a Single View

Turn Any Search into a Calendar

View External Calendars in Handle

Add Handle Calendars to External Calendars

Any Data Can Be a Calendar in Handle

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Paperless

Paperless Workflow

Settlement and Invoicing Workflow

Handle - Paperless - The Ultimate E-Sign User Guide

Handle - Paperless - Learn About Costing & Quoting Templates