KnowledgeBase
Search or browse in depth articles, software resources and videos on everything about Appward.
Sales
Territories
- Getting Started with Territories - This guide will cover everything you need to know about the Territories app including where territory records come from, how to navigate the app and how to configure your default app settings to suit your preferences.
Support Contracts
- Getting Started with Support Contracts - Appward’s Support Contracts simplifies Service Level Agreement management by centralizing agreements. This helps ensure consistent service and avoids missed renewals, ultimately boosting customer satisfaction and revenue for businesses. This guide will provide you with all the necessary details of navigating and using Support Contracts.
Installations
- Getting Started with Installations - The Installations app provides a centralized solution to track and manage installs with easy access to information such as installation schedules, product details and customer requirements.
Leads
- How does auto-numbering work in leads? - Auto-numbering in Leads automatically assigns a unique identification number to each new lead, ensuring easy reference and tracking. This system generates numbers sequentially based on a customizable format, which can include prefixes and specific patterns. To view a guide on different configuration options view this article.
- I sent an email to a prospecting lead using Conversations, can I view this in Leads? - Yes, you can view any conversations initiated via the Conversations app within the Conversations tab.
- Who is considered an agent in a lead? - Agents in a Lead are the sales representatives or team members assigned to manage and follow up with the lead. They are responsible for nurturing the lead through the sales process, addressing inquiries, and facilitating the lead’s progression through the pipeline stages. Agents ensure that each lead receives personalized attention and is effectively guided towards...
- What are follow ups in Leads? - Follow-ups in Leads refer to scheduled interactions or tasks aimed at maintaining contact with leads. They ensure that potential customers are consistently engaged and guided through the sales process. Follow-ups can include phone calls, emails, meetings, or reminders for any other future actions.
- How do I view and change default settings in the Leads app? - 1. Access the settings menu by clicking the settings button (Upper right hand corner). 2. Navigate to the settings you want to adjust such as lead types, pipeline stages, automations, agent management, and more. 3. Apply your changes by pressing submit.
