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Adrian Esquivel

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Activity overview

Latest activity by Adrian Esquivel
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    Adrian Esquivel created an article,

    Embed RealDash on your Website

    You can embed all deals in RealDash on your company website. This is done by embedding a code on the page of your website where you want the deals to appear.  To get your code follow these instruct...

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    Adrian Esquivel created an article,

    How to send an email preview for a campagin

    When creating an email campaign, you can send yourself a preview. In the final step, Schedule, click on the Send Test Campaign button above the calendar. A window will open up where you an enter on...

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    Adrian Esquivel created an article,

    RealDash Launched

    Date: May 12 We're proud to announce RealDash has completed beta testing and now open to the public. We'd like to thank all our beta testers and customers who worked closely with our team over thes...

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    Adrian Esquivel created an article,

    Branding Your Deal

    After you have created the website for your deal, you have the ability to brand it as well. In order to change the branding on your site, simply go into the deal and select "Edit Deal" fr...

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    Adrian Esquivel created an article,

    How to Access Your Deal Website

    In order to access and edit the website of your deal, click on the "Deals" section on the left-hand navigation bar and select "edit deal" from the blue "I Want To" pul...

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    Adrian Esquivel created an article,

    Adding a New Deal

    You can add a deal by navigating to the "Deals" section by clicking the tile on your dash or using the navigation bar on the left-hand side. Once you are on the "Deals" page, in...

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    Adrian Esquivel created an article,

    Where do I Log-In?

    After you navigate to the site, click on "LOG IN" in the upper-right-hand corner to begin.   This will bring you to the log-in screen where you can enter your "Username" and &qu...

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    Adrian Esquivel created an article,

    Assigning Tasks

    In order to assign a task to a specific team member in the system, you must first find the deal you wish to work on. You can do this by clicking on "Deals" on the left-side navigation bar...

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    Adrian Esquivel created an article,

    Adding a Team Member

    In the system, there is only one admin, but you can add another team member depending on your license. The more licenses you have, the more team members you can add. In order to add a team member, ...

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    Adrian Esquivel created an article,

    Inviting Team Members

    In the system, there is one Admin but you can invite other people depending on your license. The more licenses you have, the more team members you can add. In order to add a team member, the proces...