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Focus3 Support

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Latest activity by Focus3 Support
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    Focus3 Support created an article,

    Definitions - Lead Development Fields

    Lead Status A ranking of where the contact is in the sales funnel.  These are examples – you may define these and name them to better match your current sales pipeline process.                   St...

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    Focus3 Support created an article,

    Contact and Lot Connections

    Before you can use Connections, you have to set the Connection Types.  These are the bidirectional descriptors that describe the connection.  Any connection has a reciprocal type.         Make sure...

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    Focus3 Support created an article,

    Automating Website Lead Forms

    Focus3 can automate your incoming web leads from form to scheduled call and more.  By following the steps below (you may need some help from your website developer team!), it's easy to automate as ...

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    Focus3 Support created an article,

    Lead Status or Ranking - Sales Funnel policy and management

    One of the most critical considerations at setup, or even annual review is your lead qualification process and policy.  Often overlooked, but a real critical measurement for Sales Executives, Manag...

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    Focus3 Support created an article,

    Sending a new email to an individual contact

    SalesManager enables you to create and send a contact a  HTML email from a template or as a regular text email like you would in outlook. When sending through Focus3, all activity is tracked such a...

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    Focus3 Support created an article,

    Web Tracking Website Integration

    Focus3 SalesManager integrates with your website to provide valuable engagement data on your contacts. If a known contact visits your website, you can see what pages they visited and when.  In orde...

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    Focus3 Support created an article,

    Web Inquiries Batch Import - UPDATE

    Web Lead Batch Import   When you have leads imported from your web contact forms using Focus3 webservices, the contact information submitted is collected in a batch for import.  This batch should...