help.aboutplaybookiq.com
null - PlaybookIQ Help
http://help.aboutplaybookiq.com/Home/tags
Follow us on Twitter. Tags are a great way to group contacts. A tag is any word or phrase that you want to associate with a contact. For example, you might have tags such as "VIP", "client", "west coast", etc. A tag can be a word or phrase that represents a group of contacts. How do I tag a contact? How do I search and segment by tag? How do I tag or un-tag multiple contacts at once? How do I delete a tag from all contacts?
help.aboutplaybookiq.com
ssl-encryption - PlaybookIQ Help
http://help.aboutplaybookiq.com/Home/ssl-encryption
Follow us on Twitter. What is SSL Encryption? SSL is the Internet standard for secure, encrypted transmission of your data. It automatically encrypts data that moves between your web browser and PlaybookIQ. It is built into all popular web browsers so it should happen automatically for you. All PlaybookIQ accounts, including free trials, get the protection of secure sockets layer (SSL) encryption. How secure is my data? Backups are performed daily using Slicehost's slice manager backups.
playbookiq.com
Small Business CRM
http://www.playbookiq.com/history.html
A few places to see where PlaybookIQ has been, and where it is going. Details about PlaybookIQ news and updates can be found on the product blog. Summaries of PlaybookIQ news and updates, as well as up to the minute system status, is available at the product Twitter feed: twitter.com/playbookiq. If you have any questions or comments, please email us. Ready to get started?
help.aboutplaybookiq.com
Documents - PlaybookIQ Help
http://help.aboutplaybookiq.com/Home/documents-1
Follow us on Twitter. Documents can be any file that you want to store about a contact to refer to later or to share with others on your team. For example, you might write the draft of a contract and attach it to a contact's file. Then, others on your team can download it from PlaybookIQ and review it. How do I upload and attach a document? 1 Open the contact's file and simply click the 'attach' link in the Documents section. 3 Click the 'Upload' button and wait while the file is uploaded and processed.
help.aboutplaybookiq.com
users-and-permissions - PlaybookIQ Help
http://help.aboutplaybookiq.com/Home/users-and-permissions
Follow us on Twitter. Users and Permissions Management. Only the account subscriber (administrator) can add, modify or suspend users, and control a user's ability to create, edit and delete contacts, comments, tasks, playbooks or step definitions or export data. How do I add a user? What can new users do? What if I want to limit a user's capabilities? In this example, Mary can:. Create, edit, and delete contacts. Create and delete comments. Create, edit, and delete tasks. In this example, Mary can not:.
help.aboutplaybookiq.com
Tour the sample data - PlaybookIQ Help
http://help.aboutplaybookiq.com/Home/tour-the-sample-data
Follow us on Twitter. Tour the sample data. Tour the sample data. What is sample data?
help.aboutplaybookiq.com
what-are-playbooks - PlaybookIQ Help
http://help.aboutplaybookiq.com/what-are-playbooks
Follow us on Twitter. Playbooks contain your sales team's best practices. Each playbook is a series of repeatable and measurable steps that can be easily applied to a contact. Each step is assigned a timeline and a responsible user. You can create as many playbooks as needed. What do playbooks do? When you assign a contact to a playbook, actions are automatically created for that contact, assigned to the proper users, and scheduled for dates as specified in your playbook and steps definitions. If a conta...
help.aboutplaybookiq.com
web-forms - PlaybookIQ Help
http://help.aboutplaybookiq.com/Home/what-are-web-forms
Follow us on Twitter. What are Web Forms? You can create publicly accessible web-to-lead forms to capture prospect information from a web page hosted by PlaybookIQ. You specify the content on the form. PlaybookIQ hosts the web page and creates contacts out of each response entered on the page. How do I create a Web Form? How do I find leads created from my web-to-lead form? When you create a web form, be sure to specify a Playbook. Can I see a sample Web Form? We created a web form just for you.
help.aboutplaybookiq.com
import - PlaybookIQ Help
http://help.aboutplaybookiq.com/Home/import
Follow us on Twitter. How do I import data? To import data from another application into PlaybookIQ, choose the import link found under your Contacts tab. Step-by-step instructions will guide you through the import process. What type of files can be imported? You can import standard comma separated values (CSV) files into PlaybookIQ. What is a CSV file? Most applications exporting data automatically include this first line. Do I need to include quotes in my CSV file? How do I create a CSV file from:.
help.aboutplaybookiq.com
comments-and-history - PlaybookIQ Help
http://help.aboutplaybookiq.com/Home/comments-and-history
Follow us on Twitter. Comments are free-form notes that you can make on a contact. They can be anything you want. They provide a history and background information for each of your contacts. How do I add a comment? How do I delete a comment? Recorded items can be deleted by clicking on the delete button at the end of the record. Comments cannot be edited.
