Vine-Tuki

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  • Configuring Email SEO Settings

    1. Vine Marketing Automation User's Guide
    2. Email Settings

    Configuring Email SEO SettingsExpand the SEO pane to specify sharing and search engine optimization settings for the web version of your email. The web version of an email is shown, for example, w...

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  • Uusi Työprosessi

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

    Uusi TyöprosessiTyökalun avulla voidaan hallita vanhoja sekä perustaa uusia työprosesseja, aktivoida ja poistaa niitä käytöstä. Kuvan esimerkissä avoimelle kurssille on perustettu työprosessi.

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  • Documentation Tool

    1. Vine CRM
    2. Generic Tools
    3. OTHER

    Documentation ToolUse the tool to organize documents in your database. Drag a document to a folder to add it. The top level contains folders which specify document types they co...

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    • 1 follower
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  • Phase 2: Company Information

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

    Phase 2: Company InformationThe Company field on a Person edit form is a link field, which is a field that contains the name of a connected object – a Company object, in this case. The link field w...

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    • 1 follower
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  • Organizing Events on Calendar

    1. Vine CRM
    2. Using Tools
    3. Calendar

    Organizing Events on Calendar Creating a New EventTo create a new event: Choose a day for your event. Select the required time range. (You can do this by dragging from the event’s start time to it...

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    • 1 follower
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  • Open Service Requests

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

    Open Service RequestsThe tool uses a table view to list all service requests which are waiting to be resolved:

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    • 1 follower
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  • Offer Report

    1. Vine CRM
    2. Management Tools
    3. REPORTING

    Offer Report The Offer Report uses the first chart to illustrate how many offers were done in your company compared to how many were planned. The next two charts show the counts and total value of...

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    • 1 follower
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  • Object View

    1. Vine CRM
    2. Using Objects
    3. Answers

    Object ViewAn Answer object is an individual answer for a question object used in Questionnaires. After the user selects an answer in a questionnaire form, an answer object is created and connected...

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    • 1 follower
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  • My Call List

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

    My Call ListUse The My Call List tool to manage your phone calls and related events.The tool lists Sales Call and Lead Call events you are responsible for which have at least one attendee and Repor...

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    • 1 follower
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  • Web Forms

    1. Vine CRM
    2. Marketing Tools
    3. WEB TRACKING

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

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