Category Archives: Pod 5

Staged release builders

Webinar: Tips and Tricks for Contracts and Merge Fields

In an effort to help our users get the most out of Sales Simplicity we are going to be releasing a series of videos/webinars. In these videos will be taking a deep look into specific areas of Sales Simplicity to help you  better understand and utilize more complex functionality of the system. Our hope is that you will find new ways to use the system to it’s fullest potential!

In our first video we cover interesting and complex things you can do with your Word contract documents. The topics covered in the video below are:

  • Installing and adding fields to contract documents
  • Editing fields to round number values and spell out numbers
  • Creating formulas to do custom calculations based on merged data
  • Utilizing IF statements to automate filing in check boxes on your contract
  • Conditional signing fields in Docusign
  • Utilizing the “Specify Recipients” role type in Docusign

 

If there are any specific areas or topics you would like to see looked at in depth please let us know, we would love to know what you want to see!

Office Closure in Observance of Veteran’s Day (Monday 11/11)

The Sales Simplicity office will be closed Monday, November 11, 2019, in observance of Veteran’s Day. We will resume our regular support hours of 6:00 AM to 6:00 PM Mountain time on Tuesday, November 12, 2019. If you have a non-emergency, please email your requests to account@salessimplicity.com as usual to open a ticket that will be addressed upon our return to normal business hours.  If you have an emergency during these times, please use the Emergency After Hours Number. 

Customer Marketing Outage (Resolved)

On 7/16, our Support team identified an issue with our Customer Marketing tool that affects mass marketing emails targeting Realtors. When sending mass marketing emails using realtor-specific filters, the realtor recipients were receiving multiple copies of the marketing emails. The issue has been resolved as of 7/17. Any emails that were queued to be sent during this time period have successfully been sent.

Additionally, our Development team is currently working on two other items that some builders have seen regarding workflow notification duplication and follow-up task removal in the To-Do Suite. We are working to resolve these newly identified items as quickly as possible.

If you have any questions regarding these or other issues, please feel free to reach out to our Support team at support@salessimplicity.com.

We will be closed Monday, January 21st, 2019 in observance of Martin Luther King, Jr. Day.

We will resume our regular hours of 8:00 AM to 5:00 PM on Tuesday, January 22nd, 2019
If you have a non-emergency, please email your requests to account@salessimplicity.com as usual to open a ticket that will be addressed upon our return to normal business hours.  If you have an emergency during these times please use the Emergency After Hours Number.

Happy Holidays from Sales Simplicity

Please note that Sales Simplicity Software will be closed the following days in observance of 2018 Christmas and New Years:

  • Monday, December 24th
  • Tuesday, December 25th
  • Monday, December 31st
  • Tuesday , January 1st

During these times our office will be closed.  If you have a non-emergency, please email your requests to account@salessimplicity.com as usual to open a ticket that will be addressed upon our return to normal business hours.  If you have an emergency during these times please use the Emergency After Hours Number.

Sales Simplicity Office Closed This Afternoon

Sales Simplicity offices will be closed this afternoon starting at 12pm Mountain for our annual Holiday Party. Help will still be available at the emergency number, or tickets sent to account@salessimplicity.com with “URGENT” in the subject.  Normal business hours will resume tomorrow, Thursday the 6th, at 6am Mountain.

Happy Thanksgiving from our family to yours!

Please note In observation of the holiday we will be closed Thursday November 22nd and Friday the 23rd.

If you have a non-emergency, please email your requests to account@salessimplicity.com as usual to open a ticket that will be addressed upon our return to normal business hours. If you have an emergency during these times please use the Emergency After Hours Number.

We truly wish you and your family a safe and happy holiday

DocuSign Integrated Builders

Attention DocuSign Integration Users:

DocuSign pushed a release this Tuesday that seems to have caused a minor issue with a small number of our builders.  If you get an error message or misplaced tags when generating a DocuSign contract from Sales Simplicity, please email account@salessimplicity.com immediately and we will loop in the appropriate parties.  The fix appears to be a minor setting change on the backend of your DocuSign account and the DocuSign Partner Relations team is ready to make that switch for any builders experiencing difficulties.

If you do not get an error message when sending to DocuSign your environment was not impacted.

Thank you,

Sales Simplicity Software