IntelliBrand Console

FAQs relating to IntelliBrand Console

Customer Import
To import customer file please see the following steps; Download the attached file (ensure it saves as CSV) Enter details for the required fields and ...
Thu, 24 Jan, 2019 at 4:56 PM
Product Import
To import product file please see the following steps; Download the attached file (ensure it saves as CSV) Enter details for the required fields specifie...
Thu, 24 Jan, 2019 at 4:57 PM
Multi Project
Multi-Project allows you to set-up various projects on your IntelliBrand console, and then report on these projects independently. When in your Intell...
Tue, 31 Mar, 2015 at 5:10 PM
Device Management - Check sync logs
To check if Reps have synced please see the following; Open the console and go to Sync Logs Here you will see sync date/time of certain Reps
Thu, 24 Jan, 2019 at 5:05 PM
Survey - Prospect survey
**The Prospect Survey is created for you by WASP Technologies.  Once this has been created see the below which explains what has been created and where i...
Mon, 22 Feb, 2016 at 3:19 PM
Journeyplans - viewing multiple Users Journeyplans
Select the filter and then choose CUSTOM Enter 2 Reps ensure EQUAL is selected from both drop-downs and OR is selected - hit OK...
Tue, 7 Jul, 2015 at 5:02 PM
Syncing - IntelliBrand Partial sync set-up
This is an update to IntelliBrand where it supports 2 separate methods of syncing; CALLS ONLY - just send your outstanding calls to the server  FULL - ...
Tue, 29 Jan, 2019 at 2:42 PM
CRM - Console Set-up
CRM Set-up To set-up CRM there are a few tab here under Customers Prospects - Gather Customer details Contacts - Gather contact details Equipment - T...
Tue, 29 Jan, 2019 at 3:33 PM
Media - Uploading Video to IntelliBrand
We support Video uploads but there are a few points to take into consideration. You will need to be careful of the following; Size of the file (files ...
Thu, 6 Sep, 2018 at 5:15 PM
Credit Status
To activate Credit Status for a customer please see the following steps; Select on Customers from the console Go to the Credit Status column, here...
Wed, 23 Mar, 2016 at 9:58 AM