playbookiq.blogspot.com

PlaybookIQ - CRM

Thursday, August 21, 2008. New Feature: Export a Segmented List in PlaybookIQ. Here is how to segment your contacts and export a list the segment as a list. You may want to do this in order to create a mailing list from which to invite VIP contacts to a special event or to create a list to send to your bulk email provider. 1) Enter criteria on the search page. 2) Export search results. In this 15 second video, we create a list of our contacts from Colorado that are tagged "Gold". Friday, August 15, 2008.

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Thursday, August 21, 2008. New Feature: Export a Segmented List in PlaybookIQ. Here is how to segment your contacts and export a list the segment as a list. You may want to do this in order to create a mailing list from which to invite VIP contacts to a special event or to create a list to send to your bulk email provider. 1) Enter criteria on the search page. 2) Export search results. In this 15 second video, we create a list of our contacts from Colorado that are tagged Gold. Friday, August 15, 2008.

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PlaybookIQ - CRM | playbookiq.blogspot.com Reviews

https://playbookiq.blogspot.com

Thursday, August 21, 2008. New Feature: Export a Segmented List in PlaybookIQ. Here is how to segment your contacts and export a list the segment as a list. You may want to do this in order to create a mailing list from which to invite VIP contacts to a special event or to create a list to send to your bulk email provider. 1) Enter criteria on the search page. 2) Export search results. In this 15 second video, we create a list of our contacts from Colorado that are tagged "Gold". Friday, August 15, 2008.

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playbookiq.blogspot.com

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PlaybookIQ - CRM: 2008-05-11

http://www.playbookiq.blogspot.com/2008_05_11_archive.html

Wednesday, May 14, 2008. New Feature: Mass Playbook Assignment. You can now also mass assign to a playbook. (In PlaybookIQ, a playbook is a predefined series of steps and best practices that you want to apply to one or more contacts.) Let us show you an example. Say that you wanted to put all of your Texas prospects onto the Texas Trade Show playbook. You can now do so with just a few clicks like so:. Click the checkbox at the top of the results list (this is the 'check-all' box). 3 Convert More Leads.

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PlaybookIQ - CRM: 2008-08-17

http://www.playbookiq.blogspot.com/2008_08_17_archive.html

Thursday, August 21, 2008. New Feature: Export a Segmented List in PlaybookIQ. Here is how to segment your contacts and export a list the segment as a list. You may want to do this in order to create a mailing list from which to invite VIP contacts to a special event or to create a list to send to your bulk email provider. 1) Enter criteria on the search page. 2) Export search results. In this 15 second video, we create a list of our contacts from Colorado that are tagged "Gold". Links to this post.

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PlaybookIQ - CRM: Enhancement: Live Search

http://www.playbookiq.blogspot.com/2008/08/enhancement-as-you-type-real-time.html

Friday, August 15, 2008. Besides the detailed search options on the search tab, PlaybookIQ also offers a quick search on the contacts tab. As you type in the search box, your contacts are filtered to all contacts with first name, last name, or company name starting with your search phrase. Type sm . and as you type. This search box is also a quick way to find everyone in a given company. We've made it faster. 1 Follow Your Sales Process,. 2 Track Sales Progress, and. 3 Convert More Leads. PlaybookIQ is a...

4

PlaybookIQ - CRM: New Feature: Export a Segmented List in PlaybookIQ

http://www.playbookiq.blogspot.com/2008/08/new-feature-export-segmented-list-in.html

Thursday, August 21, 2008. New Feature: Export a Segmented List in PlaybookIQ. Here is how to segment your contacts and export a list the segment as a list. You may want to do this in order to create a mailing list from which to invite VIP contacts to a special event or to create a list to send to your bulk email provider. 1) Enter criteria on the search page. 2) Export search results. In this 15 second video, we create a list of our contacts from Colorado that are tagged "Gold". 3 Convert More Leads.

5

PlaybookIQ - CRM: 2008-06-15

http://www.playbookiq.blogspot.com/2008_06_15_archive.html

Wednesday, June 18, 2008. New Feature: Complete Todos from Dashboard. 160;Your PlaybookIQ Dashboard shows you all tasks and steps that are due today. Sometimes you have all the information necessary to complete the step just from the Dashboard. In these cases, you no longer need to open the contact to mark the step complete. Simply click the 'completed' link found on the dashboard and the step will be marked complete and your Dashboard is automatically updated. Subscribe to: Posts (Atom).

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Follow us on Twitter. Tour the sample data. Invite users and set permissions. Creating and exporting lists. SSL encryption and Data Security. Contact and Customer Service.

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playbookiq.blogspot.com

PlaybookIQ - CRM

Thursday, August 21, 2008. New Feature: Export a Segmented List in PlaybookIQ. Here is how to segment your contacts and export a list the segment as a list. You may want to do this in order to create a mailing list from which to invite VIP contacts to a special event or to create a list to send to your bulk email provider. 1) Enter criteria on the search page. 2) Export search results. In this 15 second video, we create a list of our contacts from Colorado that are tagged "Gold". Friday, August 15, 2008.

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