Using Spiro
How to manage and use Spiro day to day as an end user.
- Making Spiro Proactive
- Spiro Assistant
- Connect Email and Calendar
- Templates
- Applying Filters (Contacts, Companies, Opps)
- Spiro Email Assistant: Forwarding Emails
- Spiro Email Assistant: Asking Questions
- Spiro Sales Stage Overview
- Create a New Contact
- Create Opportunities
- Creating Companies in Spiro
- Create and Manage Reminders
- Campaigns
- Opportunity Priority and Pipeline View
- Status and Engagement
- Merging Companies and Contacts
- Delete Contacts/Opportunities/Companies
- Contact and Company Social Profiles
- Logging Activity
- Spiro Parent-Child Company Relationship