Activities

Creating Activities - Sales Calls - Traces - Reminders

STS CLOUD – SALES ACTIVITY ENTRY. Activities in STS Cloud are easy to enter, and easy to schedule for future reminders. You can also send copies of emails into STS Cloud databases to capture email no…

Updated 1 year ago by Rick Day

Creating a New Activity

Adding a New Sales Activity. Please view the video below to review the steps for entering a new sales activity and option related follow up reminders for maintaining your client relationships. * See…

Updated 4 years ago by Ashley

Email Integration - Activities

STS Cloud has two features that allow you to easily send emails into your database capturing the notes above your signature line and creating a completed activity in STS Cloud. This eliminates the ma…

Updated 2 months ago by Ashley

User Dashboard - Updating and Completing Your Activities from your Dashboard screen

Completing and Updating Activities from the User Dashboard. Please review the following video on the steps to update, complete and set future reminders as needed for your sales activities from the us…

Updated 4 years ago by Rick Day

Uploading Files, Storing Documents, Document Storage in Accounts and Bookings in STS Cloud

Uploading Files, Storing Documents, Document Storage in Accounts and Bookings in STS Cloud. STS Cloud will allow you to upload and store copies of documents within your accounts, and also within a bo…

Updated 1 year ago by Rick Day

Deleting Traces for Cancelled or Lost Bookings

LOST OR CANCELLED STATUS CHANGE AND DELETING RELATED TRACES/FUTURE TO DO’S. When changing a group status to Lost or Cancelled, please note the following to document the lost business reason with rela…