Kathryn Salmers
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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...
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...
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...
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...
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 If the website is no longer active in Website Express/Pro, our support team can be contacted to share a backup file.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...
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...
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...
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...
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...
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...