F. David Schultz

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Activity overview

Latest activity by F. David Schultz
  • F. David Schultz created an article,

    Leaderboard Overview

    The sales leaderboard is a great way for you and your team to compare performance metrics and encourage healthy competition amongst your team. Your leaderboard showcases all of your salespeople and...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • F. David Schultz created an article,

    Getting Started Guide: Set up and white label the platform

    With the right Vendasta plan you can white label the platform to match your brand. By following these steps, you can customize Business App, update certain products products, and configure communic...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • F. David Schultz created an article,

    Getting Started with Projects in Task Manager

    Task Manager is Vendasta’s tool to help fulfillment teams to track and communicate the work they are doing for customers, and its flexibility and customization allows for a variety of workflows, al...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • F. David Schultz created an article,

    Unbranded Sales & Success Center Walkthrough

    Enable your sales team with an unbranded walkthrough of Sales & Success Center. This video looks at some of the core functionality for your sales people to add accounts, update their sales activity...

    • Edited
    • 2 followers
    • 0 comments
    • 3 votes
  • F. David Schultz created an article,

    Using Fulfillment Forms

    Welcome to the exciting world of Fulfillment Forms! This article will walk you through the process of using fulfillment forms after placing an order and how they can streamline your experience.Purc...

    • Edited
    • 1 follower
    • 0 comments
    • 3 votes
  • F. David Schultz created an article,

    Getting Started: Onboard your customers (from pre-sale to post-sale)

    The transition from pre-sale to post-sale is critical for the customer experience. Addressing this transition instills your customer with confidence. combats buyer’s remorse, and sets them up for a...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • F. David Schultz created an article,

    Getting Started: Using Sales & Success Center

    By using Sales & Success Center as your customer relationship manager (CRM), you and your sales team can easily keep track of your touchpoints with your prospects, forecast your revenue with opport...

    • Edited
    • 4 followers
    • 0 comments
    • 0 votes
  • F. David Schultz created an article,

    Using an automation in All markets

    Partners who leverage markets can create automations as a part of All markets instead of needing to add them to a specific market. When doing so, the automation will run in All markets, but buildin...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • F. David Schultz created an article,

    Getting Started: Collect payments in-platform

    Please note that the features described in this guide require a contracted subscription with Vendasta. Learn more.  Getting Started Checklist Set up Vendasta Payments Set up tax rates (if applicab...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • F. David Schultz created an article,

    Getting Started: Using Marketing Services

    Vendasta's Marketing Services allows you to outsource your fulfillment work to our team of digital experts. By leveraging our team and our processes, you're able to deliver great websites, ad campa...

    • Edited
    • 4 followers
    • 0 comments
    • 0 votes