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Category: Tips&Tricks

Stop Credit Notifications for Sales
New Opportunity Trick / Tips&Tricks

Who Said Stop Credit?

Have you ever set a client status to stop credit and your sales team going through the full process of selling new gear, closing the opp, creating a sales order, …

ConnectWise Opportunity API to open doors
New Opportunity Trick / Tips&Tricks

One door closes another 10 open – losing an opp but automatically creating alternative options

A prospect has declined a proposal – don’t give up!!  pitch them a broken down bundle of products, which over time will grow their spend.  For example: So I know …

ConnectWise Opportunities Automation
New Opportunity Trick / Tips&Tricks

100% Opportunities 100% of the time – How to Create Blocks of Opportunities for all new clients

Are you concerned that you, or your sales team maybe missing opportunities because you simply rely on remembering to raise a subject with the client. Now, with Ape-PI’s new opportunity …

Recent Posts

  • Why we created a Microsoft Flow Connector for ConnectWise
  • Who Said Stop Credit?
  • One door closes another 10 open – losing an opp but automatically creating alternative options
  • 100% Opportunities 100% of the time – How to Create Blocks of Opportunities for all new clients

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