If you use Google Calendar you already know how to push your EBSuite Calendar items to Google Calendar.
(NOTE: We cannot syncronize changes from the Google Calendar side because of the tremendous computing overhead it would take to constantly check for updates to Google Calendar. EBSuite Calendar items will be pushed to Google Calendar… Continue reading...
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In EBSuite, when you create an appointment and invite an attendee, he/she will receive an appointment invitation email. The content of the email can be configured at Account -> Setup -> Email Templates -> Appointment -> Appointment Invitation In the bottom of the page, you will see a checkbox: Send MS Outlook Meeting… Continue reading... You have been able to integrate your EBSuite Calendar with your Google Calendar for some time. Now with the growing popularity of Google Apps (See: htttp://www.google.com/apps). The Google Apps suite allows users to use the Google resources (mail, calendar, shared docs, etc) while maintaining a private domain name strategy for email addresses and access… Continue reading... You interact with people, you phone them, make appointments with them, keep notes to track details – we are all in the people-business. But in fact, in sales we need to track how and what we are doing with the individual person’s Organization. We need to make certain we are keeping our sales and… Continue reading... Sometimes you just need a nudge to remember you have some unfinished business you need to Follow Up With. Think of it as the “Refrigerator Note”. You don’t need a Task, You don’t need an Appointment, You don’t need a Reminder sent to your phone – you just need a gentle reminder to Follow UP… Continue reading... You can setup a Personal Profile in EBSuite to:
The call scheduling feature in your EBSuite account is a fail-safe way to keep a close watch on follow-up commitments to anyone in your database. You schedule a call, but in fact think of it as scheduling a follow-up. The follow-up may be phone call, an email, a text message, a Facebook post, or an… Continue reading... If you have an Google Email account you already have a Google Calendar. Now you can create appointments in either Google Calendar or EBSuite and have them reflected in both calendars. You Google Calendar may be shared with others and others may add events to your Google Calendar, but only YOUR EVENTS will be… Continue reading... Did your most promising Prospect just become your Newest Best Customer? Congratulations, but now you probably have a slew of new activities to assign and keep track of. Now you can work from your hand written list of Tasks-To-Complete-With-A-New-Customer or you can assign an Action Sheet to the Contact in EBSuite. EBSuite offers many ways to track your commitments – Tasks, Appointments, Calls. But, it just became more difficult to ignore them. When you review the details of any Contact or Organization you’ll see the “Recent & Upcoming Activities” box-score where all previously scheduled and upcoming activities are summarized. From here you can review the details… Continue reading... |
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