.png?width=365&height=50&name=Texada%20Logo%20(Black).png)
Handle
Including Handle CRM, Handle Mobile, and Paperless
Getting Started
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
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 (Handle CRM)
- 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
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