Scheduling Teams
Anatomy of the Sales Scheduler
The Sales Scheduler is the epicenter of organization for the Scheduling Team. An overview is below, with more in-depth explanation in the individual articles of the Scheduling Teams section. Date: Displays the date user is currently viewing, which ...
Managing Opportunities, Demos and Follow-Ups
Opportunities represent potential sales for your company. Every Opportunity is associated with a Contact, and newly-generated Opportunities should be actioned as soon as possible to increase the likelihood of scheduling a Demo for the Sales team. ...
Creating a Referral
Whether they are coming from an existing Contact, Employee, Canvasser, or some other source, companies know that Referrals are among the best Leads they receive. So 1Stop has created an efficient process for creating, managing and tracking Referrals ...
Creating Sales Meetings and Sales Rep Time Off
1Stop's unique Sales Scheduler allows all Demos, Follow-Ups, Sales Meetings and Sales Rep Off events to be created, edited and deleted all in one place. This ensures your Sales Team's calendar is always up-to-date, giving your appointment setters the ...
Designate as Do Not Contact
You may want to designate a contact as Do Not Contact for a variety of reasons. Most often they requested not to be contacted by your company again, but they could also be someone your company simply prefers not to work with again. 1Stop has ...
Find and Merge Duplicate Contacts
To help identify potential duplicate records, the system automatically checks newly created contact records to see if there are other contacts with the same email address or the same phone number. First, the system looks for the email address, but if ...
Introduction for Scheduling Teams
1Stop intuitive lead management and appointment setting process saves you time and helps you book more appointments by: Keeping all of your leads organized by status in one place, ensuring no one slips through the cracks. Making setting, assigning, ...
Homepage for Scheduling Teams
Default Sales Scheduling Home Page When you first log into 1Stop Install you will arrive at the Sales Scheduling Home Page which highlights some of the key areas for your job. The default items included in this home page are: New Incoming: this view ...
Creating Contacts and Opportunities
Contacts and Opportunities are the heart of 1Stop, and represent the first step in the appointment setting process. Contacts are individuals, and therefore should never have a duplicate. Opportunities are leads, or potential projects, and as a ...
Popular Articles
Designate as Do Not Contact
You may want to designate a contact as Do Not Contact for a variety of reasons. Most often they requested not to be contacted by your company again, but they could also be someone your company simply prefers not to work with again. 1Stop has ...
Setting up Data Sharing Rules
Introduction By default, access to records in 1Stop is set as private, ensuring that only the record owner and their respective superiors have access to those records. However, by utilizing Data Sharing Rules, you have the ability to expand access ...
Data Backup
Introduction Data backup is a fundamental aspect of data management and security. It helps prevent data loss and ensures that you can recover your data when needed. Setting Up Data Backup Preferences In 1Stop, you can decide when to create backups of ...
Storage
Introduction To maintain a clean and efficient system, and ensure you do not exceed your storage limit, it is crucial to monitor the data entered and stored in your 1Stop account. The storage space in 1Stop is divided into two categories, Data ...
Recycle Bin
Introduction Any records and files that are deleted from your 1Stop account will be stored in the recycle bin. You can recover these records from the recycle bin for up to 60 days, after which they will be permanently deleted from your account. ...