Using CloudRadial
Information about specific CloudRadial features.
Syncing Users & Data
Managing Clients
- Using the Client Scoring Feature
- Customizing Report Templates
- Using the "Edit All" Function
- Using Company Groups
- Scoring Clients
- Implementing ConnectWise Streamline IT
Managing Users
- Using Marketing Lists + Mailchimp Integration
- Editing Email Permissions
- Feedback Through the CSAT
- Working with User Groups
- Syncing on User Principal Name
- Impersonating Users
Managing Content
- The Daily Digest
- Using Broadcasts
- Using the Messaging Feature
- Creating a Course
- Overview of Communications Features
- Planner Category Best Practices
Managing Endpoints
Integrations
- Changing PSAs
- Integrating ConnectWise Chat Assist
- Adding Feedback Survey to Autotask
- Adding Feedback Survey to ConnectWise
- Integrating with MailChimp
- Integrating Chat