New customer orientation list? Give that list to EBSuite. We never drop the ball
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EBSuite Support Cases and Calendar Tasks both can be viewed and updated remotely When setting up a View of Cases and Tasks ever notice the RSS feed:
Add… Continue reading... Well, not so fast. Creating a Project from a Template is great way to keep your projects tight and complete, but first you have to create a Project Template. A Project Template is just a finished project from which a Project Template is cloned. The Project Template will have the same steps and, if… Continue reading... With QuickBooks™ Integration with your EBSuite Account you can re-status your Customer based on the QuickBooks™ information and launch an appropriate set of action items (Tasks, Appointments, Calls, Reminders) to accompany the Status Change reflected in your QuickBooks™ data. Here is a scenario: Your long time customer just purchased an significant upgrade… 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... Your EBSuite account offers many ways to track the dynamic activity around your business. See how the User would use a defined Process to manage an opportunity (6 mins click here). The Process Step Builder (2 minute overview) provides a tool to define a step-wise progression of events in the process… Continue reading... You can set Reminders for Tasks and Appointments then have EBSuite send you your daily reminder list and appointment list everyday, without fail, at a time you select.
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Review this short screen capture video to see how to set up the auto-email/auto-message
