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Kristy Peters

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Activity overview

Latest activity by Kristy Peters
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    Kristy Peters created an article,

    User Management

      Only Users with the "Manage User Accounts" permission enabled may add or edit User Accounts. This Permission should only be granted to the most trusted individuals. Usually, only your c...

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    Kristy Peters created an article,

    Creating a Contact Group using basic search

    It’s much easier to create contact groups from the BASIC search.  Here’s how: Under contacts select “Contact Search” You can add filters for those you want to include from the pick list on each fi...

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    Kristy Peters created an article,

    Contact Reassignment

    You can reassign contacts one of two ways: If it's a clean reassignment - all leads from one agent to another -- make the current owner inactive in their employee record. When you save the update t...

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    Kristy Peters created an article,

    RPI / ideal-Living tradeshow market SCF

    Attached document contains the SCF codes for each of the ideal-Living tradeshow markets: Chicago (Schaumburg) Long Island (Melville) Atlanta Mahwah/Bergen Co., NJ Greenwich CT Bridgewater/Somerset...

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    Kristy Peters created an article,

    Permissions

    Permission and Definitions:  Add Contacts                   Can add – can they edit, assign to someone else if they are sales team member View All Contacts           Need for searching entire datab...

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    Kristy Peters created an article,

    ActionCycles, ActionSteps and ActionCycle Aliases

    What is an ActionCycle?Focus3 uses ActionCycles to navigate contacts through the inquiry to sale conversion process - also known as the SalesPathTM. Each ActionCycle consists of one or more schedul...

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    Kristy Peters created an article,

    Contact Attributes Overview

    Basic Elements All contacts entered into the Focus3 SalesManager system are required to be placed on one of several Action Cycles specifically designed to work with your marketing efforts. The cycl...

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    Kristy Peters created an article,

    Support

    For technical support, please email support@focus-3.com anytime with a description of the issue. We make every effort to respond quickly to your request. Support hours are 8:30 AM to 5:00 PM Easter...

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    Kristy Peters created an article,

    Notes on Future Calls!

    Focus3 SalesManager now copies notes typed in on the call you are completing to the next scheduled call. This will allow you to easily add the reason for the call you are about to make. This is an ...

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    Kristy Peters created an article,

    Contact Task Events

    When on a contact Contact Summary View, Select add event, then pick “Contact Task”.  Contact Tasks can be assigned to the agent, assistant, closing coordinator, reservations, etc., whoever needs to...