Videos
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Calendar and Mobile App
With 360, planning your tasks and customer visits is easy.
When you are on the go, you can see your tasks on your smartphone as well as customers’ addresses, contact information, etc.
It is quick to enter notes or voice comments, collectively record time consumption, transport, consumption of goods, and so on.
When you are back in the office, all your information is ready for further processing.
Watch a video on the interaction between the calendar and mobile app here.
MailChimp Integration
Run email campaigns, keep track of assignees responsible for dispatching newsletters, product catalogs, invitations to seminars, etc. Email fixed segments, ad-hoc selections, everyone who has received your product or service.
The selection takes place in 360 Business Tool. Setting up of content and email appearance, as well as sending these out happens in MailChimp. Statistics, unsubscriptions, bounce rates, etc. are transferred to 360 Business Tool for further follow-up.
Set up
The first time emails are sent, a connection must be established between 360 Business Tool and MailChimp.
Watch a video on how to set up this integration.
Sending out of e-mails
Relevant people are searched in the 360 Business Tool and transferred as a target group to MailChimp.
Watch a video on how to search for topics and send out emails.
Handling statistics and responses
After sending emails, statistics can be transferred from MailChimp to 360 Business Tool. Unsubscription is processed here too.
Distribution of Newsletters, etc. in Outlook
Run email campaigns, keep track of employees responsible for forwarding newsletters, product catalogs, invitations to seminars, etc. Send emails to fixed segments, ad-hoc selections, everyone who has been delivered your product or service.
The selection takes place in 360 Business Tool. Setting up of content and email appearance, as well as sending these out happens in Outlook.
Watch a video on how to send newsletters using Outlook and 360 Business Tool.
Navigation
1.1
Toolbars and icons
This video shows how to generally navigate in 360 Business Tool. For example, there are guidelines for the toolbar, sidebar, icons, favorites, dashboards, and standard searches.
1.2
Functions and support function
This video shows how to generally navigate in 360 Business Tool. For example, there are guidelines for the toolbar, sidebar, icons, favorites, dashboards, and standard searches.
Companies
2.1
Create master data from CVR Register
This video shows how to update companies’ master data with the latest data from the CVR registry.
2.2
Update data from CVR Register
This video shows how you can quickly and easily create a new company based on data found in the CVR register.
2.3
Undo deletion
This video shows how to find a deleted company, and callback the deletion so the company can be seen again in 360 Business Tool.
Activities and Calendar
3.1
Create and terminate calendar activity
This video shows you how to create and terminate an activity in your 360 calendars. Upon completion, 360 suggests setting up a follow-up activity.
3.2
Insert time in a note field
This video shows how to easily insert time and use initials on a note field. The example is displayed in an active note field, but the features can be applied to all note fields in the system.
3.3
Send meeting confirmation from 360 calendar activity
This video shows how to send meeting confirmation from 360 calendar activity.
3.4
Billable activity with driving reimbursement
This video shows you how to create and terminate a billable calendar activity, with automatic reimbursement of driving expenses.
3.5
Move multiple activities at once
This video shows you how to move multiple unfinished activities 7 days ahead.
3.6
Move activity to a colleague's calendar
This video shows you how to move activity from your own to a colleague’s calendar.
3.7
Enclose an email or attachment to an activity
This video shows how you can easily send an email or document an activity, customer, and company.
3.8
Create a task
This video explains the difference between a task and a calendar activity, as well as shows how to create a task and delegate it to a colleague.
Quotation and Invoicing
4.2
Modify an offer and send a new one
This video shows how to change an offer, send a new one, and follow up on it.
Marketing
5.1
360 Business Data and create a call campaign
This video shows how to import companies from 360 Business Data and create a campaign with a call list.
5.2
Make calls in a call campaign
This video shows you how to call a contact in a call campaign and how to create a redial.
5.3
MailChimp setup integration
This video shows how statistics are transferred from MailChimp to 360 Business Tool after email sending has taken place. This applies, for example, to bounces and registration of future e-mails.
5.4
MailChimp send
This video shows how relevant people are searched in 360 Business Tool and transferred to a target audience in MailChimp. E-mails are then sent from MailChimp.
5.5
MailChimp Statistics
This video shows how the integration is done between 360 Business Tool and MailChimp.