Activities
Uploading Files, Storing Documents, Document Storage in Accounts and Bookings in STS Cloud
Updated 1 year ago by Rick Day STS Cloud will allow you to upload and store copies of documents within your accounts, and also within a booking. This ...
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 followin...
User Dashboard - Updating and Completing Your Activities from your Dashboard screen
Please review the following video on the steps to update, complete and set future reminders as needed for your sales activities from the user Dashboar...
Creating a New 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 r...
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 comple...
Creating Activities - Sales Calls - Traces - Reminders
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 c...