Capture Cases, Alerts, Notes, Sales Calls, Tasks, and Opportunities. Important details will not be lost, and further solutions can be gained from the insights gathered during the call. While viewing a customer record, click the Action Menu Choose the Activity
Account Overview Accounts are the central place for tracking account details (purchases, equipment, contacts, locations) and activity (Call, Opportunities) for all Customers and Prospects. Customize View Personalize the account detail display with the information that is most important to you,
The quickest way to find Accounts (e.g. customers, prospects) is using the Keyword search. The Keyword search is available in the main nav bar. Keyword account search You can use the Keyword Search to search by: Company, FirstName, MiddleName, LastName,
How well you service it will usually decide whether or not you will get the chance to sell again to that customer. The trouble is as the solutions you provide become more complicated, more resource are required to help solve
Pull activity reports for Alerts, Sales Calls, and Tasks to measure activity, find areas of improvement, and/or create a weekly plan. The most flexible and powerful way to run activity reports is by building an advanced search in the Activity
Tower Store all your Tower information directory in Handle for easy access and the ability to link to customers using those towers. Receiver Link subscribed receiver’s directory the customer’s account for increased awareness to multiple departments.
Create saved search list for common problems or items you access regularly. My Open/Closed Review items that are Active or that you have completed. Select the yourself as Owner Add additional Owners to review all team activity Select status Open
Totals can be used to access Counts and sum financial information. Select one or more items from the smart grid Select Totals From Inventory, in addition to Total dollar and Count there is a breaks down List, Sale, and Cost
Search keywords in Resolution to solve common problems/tickets Add Resolution field Select Operator ‘(..)’ Contains will yield the most results
Screen pops On an incoming call and screen pop, this window will not interrupt you or ‘steal focus’ from your mouse or keyboard. Our Support team can customize the fields displayed on the screen pop when a match is found.
Struggling to quickly access, update, and share customer updates with your team? The Handle Agent runs quietly in the background and integrates with your phone system. It will pop up when a call comes in, displaying the account of the
Create any activity from Navigation bar The main navigation bar is available on the Home screen as well as any list view, such as Account list, Activity list, etc. Create an activity from an Account All of the activity groups
Searching a ‘range’ of a numeric field. Example: Opportunity Amount Add the search field twice Change the first operator to [>= greater than equal] Change the second operator to [<= less than equal] Enter Low and High Values as shown.
The Handle customer portal provides a way to share information with your customers and vice-versa. Create a customer login that allows them to view and potentially update the following information. Customers can View: Account Profile and Contacts Equipment Invoices Cases
Handle Agent is a small lightweight desktop application for Windows. It runs in the system tray and allows you to search and interact with accounts and prospects without the need for an open browser window. If integrated with your phone