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Capture & Follow Up Conversational Qualification Objection Handling Identifying Pain

BookStack has diagrams.net built into it. You can easily create, save and share diagrams all within BookStack Make sure you have edit permission in BookStack. If you do not, you can request permissions by going to ithelp.efilecabinet.com and submitting a ti...

Please list the following: Software or service to transition Contractual period Partial transition steps Full transition steps Tests Needed Tests Completed Large Hurdles Mobile phones Outlook email and Calendar will not work the same Goog...

When moving an Opportunity into the "Closed Lost" stage, a few fields may be required, including: Reason Lost Sub Reason Closed Lost Detail *As of 12/18/2023, this field is now required to Close Lose any deal. It is important that users unders...

Clone the repository from the ZonalOCR project in DevOps.a. Right after the clone finishes, you may need to get the appropriate .NET Framework version. Simply download the version it asks for - you do not need to uninstall any other versions you may have. ...

Preparation You need to create the following directory: C:\Deploy\Zonal Make sure that the ZonalOCR project builds on your machine Publish Staging Build Open the ZonalOCR.sln and right click on the ZonalOCR project and select properties, opening th...

When Zonal OCR is processing files it will display this big red box if an error occurs. If you ever need to add a new type of message that should appear, follow these instructions. Required Files to Update FileState.csAdd an enum value for your new error. ...

Zonal OCR uses a file-based SQL CE database stored on the user's computer to persist templates, fields, etc. If you need to make a change to the structure of the database (tables, columns, or whatever) follow these instructions. Update the UpdateDbTool projec...

When moving an Opportunity into the "Closed Lost" stage, a few fields may be required, including: Reason Lost Sub Reason Reason Detail *Only required if specific values for Reason Lost are selected It is important that users understand the dif...

Items Needed Item / Location Black IT cart with power outlets / Server closet White table / Town Hall area Meeting Audio Computer / Drawer in IT area Items for this: charger, HDMI cable, USB-C hub, dummy 3.5mm jack, headphones, clicker Jabra Pa...

Name Can Help You With  David Graham Chief Product Officer  Product Development Leads the overall Product Development team.  Can help with: Product strategy and roadmap Product Development team and processes C...

Name Can Help You With Ena Milić HR Manager People & Places Company Events & Meetings Company Policies and Procedures HR/Payroll/Benefit Questions Hiring & Onboarding Recruiting Employment Verifications Facilities Concerns & ...

Below are a list of individuals on the operations team and the areas/subjects they can help you with. Name Can Help You With Eric Seljaas Chief Customer Officer Executive Operations Jeff Moss VP, Customer Success Customer Su...

Please do NOT use your alias before the official launch day Everyone has already been setup with a @revverdocs.com email alias. Before you can use this you will need to configure Gmail to use this.  Click on the settings (gear icon) in the upper right corn...

Click image to view in greater detail. Click here to view the most recent Org Chart as a PDF in Revver!

Prerequisites: Need Registration Key and Subscription Key  You'll need login credentials in The Hub with the Multi-Instance Feature added to the license for the associated keys Pull down the zip file for the Multitenant Desktop build: https://v953w.ap...

How to trigger: Your user must have the Access Links user permission. Go to Admin Panel > Users and Groups > Users page Hover over the user row you want to grant an Access Link for Click the Create Access Link icon You'll be brought to the Create ...

Contractor Onboarding Process Contractors must be approved by HR and Finance Determine role, rate, start date, and contract duration. HR will send new hire and contractor paperwork to the contractor. HR or the Contractor needs to fill out the New H...

How to trigger: Your user must have the Sharing user permission. From the Home page, get to the node view (expand an account, a cabinet, and a drawer) Right click on a node, and select Share The Share dialogue will open Ensure the Email tab is act...

How to trigger: Your account must have the Email Files account feature Your user must have the Sharing user permission Open the left menu and click on Admin In the Admin panel, click on Settings Scroll to the Email Files section, and check t...