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

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

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

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

Empower you Dispatcher using Skills & Certifications Empower your dispatcher and service team be more effective by using the Skills & Certifications view on the Dispatch screen. By completing the Skills tab on the member page and utilizing building Skills & Certifications views on the Dispatch Portal, your dispatcher will be able to identify technicians with the relevant training to resolve the issue at hand getting tickets resolved quicker and with less touches; good for