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Kathryn Salmers

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Latest activity by Kathryn Salmers
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    Kathryn Salmers created an article,

    Discovery Call Preparation Checklist

    Preparation for discovery calls increases your chances of booking additional meetings and signing new clients. Follow this helpful checklist to make sure you're ready to meet with your prospect. St...

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    Kathryn Salmers created an article,

    How do I export a website from Website Express/Pro?

    A website can be exported using the All in One Migration plugin. If the website is no longer active in Website Express/Pro, our support team can be contacted to share a backup file. We will hold on...

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    Kathryn Salmers created an article,

    Social Marketing: Instagram Reels

    Social Marketing users are now able to post Instagram Reels. Reels are fantastic for brand awareness as a business's videos will then appear on the "Explore" and "Reels" tabs to Instagram users who...

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    Kathryn Salmers created an article,

    Sample Client Onboarding Process

    Congratulations! Your client is ready to start their new solutions. A client onboarding process that is consistent and repeatable will help you and your team super-serve your customers without miss...

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    Kathryn Salmers created an article,

    Sample Prospecting Process

    Are you looking for guidance when building your prospecting processes? A clear step-by-step process can help your salespeople succeed. Help your team build a routine by writing out each stage of th...

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    Kathryn Salmers created an article,

    How do I adjust salesperson notification settings?

    Salespeople can adjust their notification settings (both in-platform and email) by clicking on the bell icon in the top right of Sales & Success Center. Then, click the gear icon. From here, a sa...

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    Kathryn Salmers created an article,

    User Notification Settings

    Business App users receive notifications regarding proof of performance, inbox messages, product updates, and more. User notification settings can be adjusted either by Admins in Partner Center, or...

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    Kathryn Salmers created an article,

    Business App Dashboard

    The Business App Dashboard is the primary tab that users land on once they’ve logged in and showcases business data and activity. It features the following sections: Marketing Funnel Recent Activi...

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    Kathryn Salmers created an article,

    What countries are supported in the Marketplace?

    The Vendasta Marketplace contains hundreds of products and services, which countries are currently supported? Depending on the product, the available countries may differ. There are two easy ways t...

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    Kathryn Salmers created an article,

    Can I add a link to my custom product?

    Yes, you are able to add a link to your custom product in Vendor Center under the "Integration" tab. When active on an account, your custom product will then show in the product menu in Business Ap...