Discover all the ways Routzy catalogs sales activities. Find out how to access and send out reports, and how to review GPS timeline information.
Organize your contacts into groups, then learn how to send a mass BCC email to those groups. This video also details how you can use Follow-Ups to easily stay on top of correspondence.
Set up your forms to include spreadsheet-style formulas that calculate totals as they're completed.
Set up the forms in your company's library to auto-populate contact information when they're opened inside Routzy.
Augment your sales pitch with some snappy visual aids. In this video, you'll learn how to make quick, simple drawings and annotate pictures using Routzy.
Start earning some money with Routzy by mastering quotes and proposals.
Learn the ropes of some basic Routzy activities. Tutorial covers: sales calls, emails, follow-ups, text messages, and more.
Discover how you can use Routzy to divvy up and manage your contacts with convenient, color-coded sales routes.
Get started with Routzy® by learning how to set up your profile and import new contacts.
Link your Routzy and Dropbox accounts to store data and share information with other members of your company.
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