Vine-Tuki

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  • Tags

    1. Vine CRM
    2. Generic Tools
    3. PROFILES

    TagsThe tool lists tag folders - folders used by the Automation Rules tool to tag objects.When the Automation Rule tool tags an object, it adds the object to the same named folder.

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  • Sales Overview

    1. Vine CRM
    2. Management Tools
    3. REPORTING

    Sales Overview The Sales Overview report includes sales records for each sales person as well as combined sales data. The report structure is very similar to the My Sales Overview report. ...

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  • Phase 1: Person Information

    1. Vine CRM
    2. Quick Start
    3. A New Customer Person and Company

    Phase 1: Person InformationTo create a new Person, click on the New objects menu and select the Person object type. A dialogue will pop up asking the user to provide the necessary data about the ne...

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  • Näytä taulukkonäkymässä

    1. Vine CRM
    2. ...
    3. Yritystyökalut
    4. Työprosessit

    Näytä taulukkonäkymässäVoit valita linkkiä napsauttamalla jo perustetut työprosessit taulukkonäkymään. Kuvan esimerkissä tarkistellaan työprosesseja taulukkonäkymässä

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    • 1 follower
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  • My Sales Overview

    1. Vine CRM
    2. Sales Tools
    3. MY TOOLS

    My Sales Overview The tool shows a chart of sales cases you are responsible for versus your personal budgets by months. Top left chart shows how well your sales were doing...

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    • 1 follower
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  • Find Service Request

    1. Vine CRM
    2. Services Tools
    3. SERVICE REQUESTS

    Find Service RequestThis tool allows you to find service requests by their CaseID, Customer or Contact. To open the Find Service Request tool, click Find Service Request in SERVICE REQUESTS. Fi...

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    • 1 follower
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  • Configuring Synchronization

    1. Vine CRM
    2. Using Vine
    3. Synchronization

    Configuring SynchronizationVine sync has to be properly configured. After that there is no need for any special actions from you. The replication will work automatically on the Vine server and yo...

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  • Automation Rules Tool

    1. Vine CRM
    2. ...
    3. WEB TRACKING
    4. Automation Rules

    Automation Rules ToolThe Automation Rules is a tool in Vine Marketing Automation. To open the tool, click Automation Rules in the Web Tracking pane of the Marketing role page.

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  • Answers

    1. Vine CRM
    2. Using Objects
    3. Answers

    Answers

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  • Using Dynamic Text

    1. Vine Marketing Automation User's Guide
    2. Web Site
    3. Landing Pages

    Using Dynamic TextAdding Dynamic Text PlaceholderYou can use special "Dynamic Text" placeholders in your landing page. The Dynamic Text placeholders will be replaced by the URL parameter values tha...

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