F. David Schultz
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Recent activity by F. David Schultz-
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...
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Getting Started with Vendasta (Start Here)
Welcome! This end-to-end guide takes you through many of the core actions that will help you to grow your revenue with Vendasta. Looking to complete a full platform setup under your brand? Read our...
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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...
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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...
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What is an Account Group ID?
Account Group ID, or AGID is a unique identification code used to identify a business account that you have added to the platform; it is your client's unique ID in the platform. This code is refere...
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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. Pu...
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Automation examples
We have a great collection of example templates that can get you started using automations within the platform. Here you will find a list of example templates along with a description of what they ...
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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...
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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...
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Digital Success Packages and Proposals
You can find five great packages and proposal templates available to make it easy to start selling. Titled Digital Success, these recommended packages are built as a good-better-best format to sell...