Vendasta Support
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Activity overview
Latest activity by Vendasta Support-
Vendasta Support created an article,
Start a Campaign When a Contact is Added to a Specific List
Template Name Start a Campaign When a Contact is Added to a Specific List. Purpose This automation simplifies the process of launching targeted marketing campaigns. When a new contact is added to a...
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Vendasta Support created an article,
Create a sales opportunity for a Company based on form submission
Template Name Create a Sales Opportunity for a Company Based on Form Submission. Purpose This automation streamlines your sales process by creating a sales opportunity whenever a new company is add...
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Vendasta Support created an article,
Start a Campaign When a Snapshot Report is Created or Refreshed
Template Name Start a Campaign When a Snapshot Report is Created or Refreshed. Purpose This automation streamlines the process of launching campaigns based on Snapshot Reports. When a Snapshot Repo...
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Vendasta Support created an article,
How to Disable Automatic Monthly Reports in Task Manager
If you'd prefer not to send automatic monthly reports in Task Manager, follow these steps: Log in to the Partner Center. Navigate to Fulfillment and select Open Task Manager. In Task Manager, go t...
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Vendasta Support created an article,
Automating Opportunity Management
This article covers opportunities in Business App. To learn more about opportunities in Partner Center, click here. Opportunity automation helps streamline your sales process by creating oppor...
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Vendasta Support created an article,
Creating and Customizing Your Sales Pipeline
Note: This article covers the Pipeline setup in Business App. To learn more about the Pipeline in Partner Center, click here. A sales pipeline mirrors your sales process, with each stage symbolizin...
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Vendasta Support created an article,
Getting Started with Opportunities in Business App
Opportunities in Business App allow you to manage potential revenue and track your sales progress, helping you connect opportunities to various CRM records, such as contacts and companies. This str...
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Vendasta Support created an article,
AI-Powered SMS Responses with the AI Receptionist
What is the AI SMS Receptionist? The AI SMS Receptionist feature allows businesses to instantly reply to SMS messages from customers, ensuring that every inquiry is acknowledged immediately. Whethe...
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Vendasta Support created an article,
AI Knowledge in Social Marketing Pro
With the AI Knowledge feature, users can leverage relevant business information to help Social AI generate more tailored and impactful social media content. By integrating details from sources like...
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Vendasta Support created an article,
Is there a Multi-Location Snapshot Report?
At this time, the Snapshot Report is not available for multi-location businesses. However, Vendasta offers the Multi-Location Executive Report, which provides similar insights tailored for business...