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GreenRope Account Settings Best Practices

GreenRope

Tip: Draw out your plan on a piece of paper. Inbound call/SMS management. Enable SMS attendance summary. If you want to keep that information private (for example, if you didn't want someone to know he or she was classified as a "prospect" in your sales cycle) you can hide it. Custom user-defined fields.

article thumbnail

GreenRope Account Settings Best Practices

GreenRope

Tip: Draw out your plan on a piece of paper. Inbound call/SMS management. Enable SMS attendance summary. If you want to keep that information private (for example, if you didn't want someone to know he or she was classified as a "prospect" in your sales cycle) you can hide it. Custom user-defined fields.

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article thumbnail

GreenRope Account Settings Best Practices

GreenRope

Tip: Draw out your plan on a piece of paper. Inbound call/SMS management. Enable SMS attendance summary. If you want to keep that information private (for example, if you didn't want someone to know he or she was classified as a "prospect" in your sales cycle) you can hide it. Custom user-defined fields.

article thumbnail

GreenRope Account Settings Best Practices

GreenRope

Tip: Draw out your plan on a piece of paper. Inbound call/SMS management. Enable SMS attendance summary. If you want to keep that information private (for example, if you didn't want someone to know he or she was classified as a "prospect" in your sales cycle) you can hide it. Custom user-defined fields.

article thumbnail

GreenRope Account Settings Best Practices

GreenRope

Tip: Draw out your plan on a piece of paper. Inbound call/SMS management. Enable SMS attendance summary. If you want to keep that information private (for example, if you didn't want someone to know he or she was classified as a "prospect" in your sales cycle) you can hide it. Custom user-defined fields.

article thumbnail

GreenRope Account Settings Best Practices

GreenRope

Tip: Draw out your plan on a piece of paper. Inbound call/SMS management. Enable SMS attendance summary. If you want to keep that information private (for example, if you didn't want someone to know he or she was classified as a "prospect" in your sales cycle) you can hide it. Custom user-defined fields.

article thumbnail

GreenRope Account Settings Best Practices

GreenRope

Tip: Draw out your plan on a piece of paper. Inbound call/SMS management. Enable SMS attendance summary. If you want to keep that information private (for example, if you didn't want someone to know he or she was classified as a "prospect" in your sales cycle) you can hide it. Custom user-defined fields.