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Schedule Reports | ConnectWise Manage

Team lead reviewing time entries, without access? Service Manager or Dispatch reviewing ticket load without logging into Manage? These and many others can be accomplished by using the Scheduled Report function within Manage. First:  Pick a report.  Within Manage, navigate to System > All Reports > Reports List.    See the Report Dependency Matrix located in the ConnectWise University for detailed list of all available reports built into the system. Second:  Click Add to My

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Create Activities By Email | ConnectWise Manage

CRM / Sales Activities in ConnectWise Manage are typically used by sales teams though can be helpful for anyone. Activities up to this point could only be created by being in front of ConnectWise Manage, until now. Email reConnector (ErC), a productivity tool created by Visionary 360, connects your ConnectWise Manage system to email effortlessly. ErC was originally created to help create tickets from emails sent to your inbox, instead of your email connector.  Creating

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Handling minimum pricing for agreements | ConnectWise Manage

Sometimes it’s desired to have a minimum price schedule for service agreements. Many won’t implement this as they find it to be painful to try and setup. In this blog, we will show a couple pain free ways to handle this within ConnectWise Manage Agreements. Desired outcome:  5 device (workstation) minimum for Gold Service Agreement. Method 1:  Agreement Product Additions Step A:  Create a White Label product which doesn’t have any integration to your RMM. 

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Marketing Tips | Pre-load Holidays | ConnectWise Campaign

Our end of year guide includes a marketing tip about pre-loading holidays for the new year. In 2021, the federal holidays in the United States fall on the following dates: Friday, January 1 – New Year’s Day Monday, January 18 – Martin Luther King, Jr. Day Monday, February 15 – President’s Day Monday, May 31 – Memorial Day Sunday, July 4 – Independence Day Monday, July 5 – Independence Day (observed) Monday, September 6 –

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Easy Entrance Into Marketing with ConnectWise Campaign

ConnectWise Campaign – A quick way to enter your company into marketing ConnectWise Campaign is an add-on to Manage, giving you a fully integrated platform for marketing efforts.  While many use Communications Manager which is included within ConnectWise Manage, Campaign brings automation along with metrics to your marketing game.  Today we’ll introduce the platform to you, giving an overview of it’s capabilities.   In future blogs we’ll dig in giving helpful tips for it’s use to

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Enhance Marketing Efforts Using Custom Fields

You are probably using fields in the Company Details pod to capture and store information about your clients. You may even be running a few workflows based off fields in this pod. Maybe you’re using  company status in a workflow to alert your staff not to perform work for a client with a past due balance or using company type as a workflow trigger to prevent a Prospect from opening service tickets before they sign

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Today Screen – Part Three | ConnectWise Manage

ConnectWise Manage Today The Today screen is a great place to start your day in ConnectWise Manage. Each pod gives different information about your daily and weekly tasks as well as lists additional resources you can access. But the Today page is more than lists and links. Various types of reports can also be added to a Today page. By adding the Business Report Card module, a user can see information regarding their performance and

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Today Screen – Part Two | ConnectWise Manage

ConnectWise Manage Today We continue our tour of Today page – discussing how you can change the appearance of this page to suit you. The Today page is a great way to get an overview of your day, listing your scheduled activities, seeing past due activities, and linking to important reports for your company. Many users do not notice the “Customize” link in the upper right corner of the Today page screen. Clicking this opens

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Today Screen | ConnectWise Manage

ConnectWise Manage Today When logging into ConnectWise Manage, the first page seen is the Today page. Most users simply skip over this page without really understanding how useful it is for reviewing and planning their day; and that it can be personally customized. Over the next few editions, we will be giving a tour of the Today page and its features – including adding reports and dashboards here. Hopefully, you will learn to appreciate this

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Using Custom Fields for Direct Vertical Marketing Campaigns

You are probably using fields in the Company Details pod to capture and store information about your clients. You may even be running a few workflows based off fields in this pod. Maybe you’re using  company status in a workflow to alert your staff not to perform work for a client with a past due balance or using company type as a workflow trigger to prevent a Prospect from opening service tickets before they sign

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About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at www.visionary360.com or setup an introductory meeting to discuss your needs.

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