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Dashboard 3.0 Overview - Shared screen with speaker view
Amanda Price
04:52
Yes and Yes
Trent Uskoski
04:55
loud and clear
Jordan Hase
06:57
37 and cloudy/rainy!
Amanda Price
07:07
50 degress and sunny
Amanda Price
07:25
It has been rainy so we're happy. lol
Trent Uskoski
07:37
45 and sunny PNW
Jonathan Beldon
09:14
I get an error when I switch to new dashboard.
Jonathan Beldon
10:12
Here is the error: RxError (VD2): object does not match schema Given parameters: { errors:[ { "field": "data.resultsUpload.demoResult.1.values", "message": "is the wrong type" }, { "field": "data.resultsUpload.demoResult.2.values", "message": "...
Adam LaDell
13:33
Have access, haven't played around yet
Amanda Price
14:03
Will we send SecureSign on here too?
Amanda Price
14:09
*see
Sean McFarling
18:28
Will we ever be able to see pending appointments assigned to users? Or does that show as an 'Estimate'
Amanda Price
19:50
I have 2 questions: 1. Under emails, what statuses are included? Opened? or just delivered and failed? 2/ Under Estimates, can we edit an Estimate Name after it has been sold?
Mike Evans
26:37
Is there scheduled reporting email available for not resulted appts for instance?
Jonathan Valdovinos Anguiano
28:49
In regards to groups/locations, are end users limited to a single group's configuration that has to be manually modified by an admin as end users travel, or is an end user able to travel to a different location and see pricing and other location specific configurations at will?
Jonathan Valdovinos Anguiano
29:39
Kk
Sean McFarling
34:14
Will existing integration information be transferred automatically? Our SF info was blank in the new Dashboard
Morgan Stoffey
39:58
What is the Payment Capture?
Adam LaDell
42:45
I know this goes into finance a bit, but will we have to enter our own lenders into the system or does it come preloaded? You stated we could switch between any, does that many specific ones you guys integrate with or any that are entered by us manually? On a side note, you brought up MarketSharp as a CRM you integrate with. We use Lead Perfection. Will Leap cross into that CRM or no?
Adam LaDell
45:55
Perfect. Thank you!
Jonathan Valdovinos Anguiano
51:09
Thank you for explaining the multi-office configuration