21 search results

Page 2 out of 21 search results

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  Am I able to permanently update the default date range?
  This is not a feature within Optimize HQ. The date range is defaulted to the last 90 calendar days compared ...
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  Can I change the potential revenue estimates and average per ticket?
  Yes, the potential revenue estimates can be edited. Go to the Management tab -> Companies/Locations -> Locations -> search for ...
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  How are Channel Tags set up to use for posting?
  Management tab -> Companies/Locations -> Locations -> search for desired business -> click Edit -> update the location’s dropdown.   ...
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  Can I update a message within a Deck to be ‘Scheduled’ instead?
  Yes, click on the desired post -> Edit -> select the calendar Scheduled icon in the message window -> click ...
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  Coaching Call Attempt SOP
  Quarterly Coaching Call Attempt Process Appointment Setting Attempts Steps: 1st Attempt – Scheduling Email template sent on the first working day of ...
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  Coaching Call Attempt Process
  Quarterly Coaching Call Attempt Process Appointment Setting Attempts Steps: 1st Attempt – Scheduling Email template sent on the first working day of ...
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  TireConnect – Upsell
  1.       Create the product in Salesforce. 2.       Fill the form out on Optimize Garage: https://tireconnect.wufoo.com/forms/zxuelop014gk02/ a.       View the reference sheet on how ...
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  High Risk Clients SOP
  When a client is considered high risk: Working with another 3rd party marketing company Expresses a concern/frustration about our program Asks for a ...
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  ARC Setup – Website Department
  ARC can be a new sale or an upsell New Sale – will be part of the build case Upsell – a ...
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  AutoNet TV – Upsell
  Create the product in Salesforce. Please reference here on how to create a product Fill the form out from Optimize Garage: ...

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