Keira Dyckman
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Activity overview
Latest activity by Keira Dyckman-
Keira Dyckman created an article,
Uninstalling ClickDimensions Sales Engagement from Dynamics365 Sales
The ClickDimensions Sales Engagement Solution consists of 2 Dynamics365 managed solutions that can be uninstalled by following the below steps. NOTE: this article and below steps apply only to th...
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Keira Dyckman created an article,
Sales Engagement Installation Steps
Coming Soon: We are listening! Based on feedback we are improving and simplifying our installation process. ClickDimensions Sales Engagement (CDSE) is installed via a package installer. There ...
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Keira Dyckman created an article,
Users
The first step for a ClickDimensions Sales Engagement user is to define their settings. This article will explain the options and settings available to your users. NOTE: Only Admins can create new ...
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Keira Dyckman created an article,
Dashboards
The Dashboard allows the Sale user to view their due and overdue activities at a quick glance. The dashboard also shows your completed activity by This Week, This Month and Last Month.
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Keira Dyckman created an article,
Handoffs
The Handoffs feature enables effective handoff of prospects between the sales and marketing teams. With the Marketing handoff, a sales rep can share leads with marketing that have been qualified bu...
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Keira Dyckman created an article,
Activity History
Our Activity History features provides you with a view of all activity, both marketing and sales activities within a specific timeframe. This enables the sales rep to determine what content the ind...
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Keira Dyckman created an article,
Handoff to Marketing
Handoff to Marketing If a rep has reached out to a prospect and qualified the prospect fits the target profile, shows interest but it not ready to make a purchase decision, the rep can pass the pro...
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Keira Dyckman created an article,
Handoff to Sales
Handoff to Sales Once the marketing team have qualified a prospect, they can assign this lead for sales follow up in the Sales Handoff entity. Step 1: To use a sales handoff, start with creating a...
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Keira Dyckman created an article,
Analyzing Sequences
ANALYZING SEQUENCES Once you have started adding people to sequences you will want to see how they are doing. There are several ways to look at this information and those will be described below. ...
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Keira Dyckman created an article,
Sequence Settings
SEQUENCE SETTINGS There are overall settings for a particular Sequence that you can change to fit a user's needs. From the Sequence From the Sequence record – Click on the Settings tab: Name: T...