{"id":103,"date":"2014-11-03T22:17:12","date_gmt":"2014-11-03T22:17:12","guid":{"rendered":"http:\/\/kb.swiftcloud.me\/?p=103"},"modified":"2020-08-04T17:47:40","modified_gmt":"2020-08-04T17:47:40","slug":"sales-rep-setup","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/sales-rep-setup","title":{"rendered":"Sales Rep Setup"},"content":{"rendered":"

This is a help file for sales reps of a company called Rx Medical Solutions, and it may be helpful for other company sales reps as well.<\/p>\n

    \n
  1. Signup at http:\/\/SwiftCloud.IO<\/a>\u00a0on the home page (free), using your primary email (will not be shown to clients, unless you want to. Sales leads will come to this email, so use a good one). Click the verification link sent to you.<\/li>\n
  2. Fill some basic info in your profile. This system will help you manage sales leads. Hit Save at the bottom.<\/li>\n
  3. Next, hover over the small cloud icon, and write down this number – you\u2019ll need to send it to Rx Staff for part 2.
    \n\"Getting<\/li>\n
  4. Next, navigate to Settings >> YourName >> Company Settings >> Add \/ Connect Company, like this:
    \n\"Connecting<\/li>\n
  5. In the box at the top, type in RX, and wait 1 second. Mouse to Rx Medical Solutions. Click the big green \u201cthis is the company I want to link to<\/b>\u201d<\/li>\n
  6. Click \u201cAssociated Contractor\u201d, then click save. SwiftCloud is done, for now; more training will be sent to you on how to use it.<\/li>\n
  7. Next, please send Deborah@RxMedicalSolutions.com<\/a>\u00a0(NOTE: This help article is specific to Rx Medical; email this info to your website-owner if you want dynamic leads-handling on your web forms)\u00a0the following info:\n
      \n
    1. Name, Phone (you want visible on the website), your SwiftCloud ID above (727 in the above example), a mini Bio (paragraph about you – help users trust you!), and whatever info you want on the contact page (your contact page is customized to you).<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

      This is a help file for sales reps of a company called Rx Medical Solutions, and it may be helpful for other company sales reps as well. Signup at http:\/\/SwiftCloud.IO\u00a0on the home page (free), using your primary email (will not …<\/p>\n

      Sales Rep Setup<\/span> Read More »<\/a><\/p>\n