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How to build a healthscore

By | 2018-09-10T14:54:52-04:00 September 10th, 2018|

Health Scores are set up in the Administration console. After clicking on Health Scores along the left side menu bar, you can either edit an existing Health Score, or Add + a new one.

What is a healthscore?

By | 2018-09-10T13:45:37-04:00 September 10th, 2018|

Healthscores within Bolstra are a powerful tool to customize health tracking of your customers. These are to help with predicting your customer problems before they happen. They are displayed on the account overview page and can appear in two different ways: With one data point and with up to 6 data points If you don't have existing healthscores that you track internally but want to, let your Bolstra Customer Success Manager know and they can help you discover [...]

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How to build multiple activity boards

By | 2018-09-25T10:47:12-04:00 September 7th, 2018|

Follow along to build a custom activity board i.e activity dashboard Begin by creating activity lanes in the administration panel. Select what state the lane should be (To Do, Work in progress, etc) 3. You can also choose if the lane should be limited to only certain activity types. 4.  Add an activity board, then begin adding the lanes you just created **Pro Tip - A global lane is a shared lane used on multiple [...]

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How to authorize your email to sync to Bolstra

By | 2018-09-25T12:30:41-04:00 August 29th, 2018|

Once you are logged into Bolstra, from any screen click on the drop-down in the upper right-hand corner of the page and select “My Profile” from the menu. In the ”Email Integration” section, click on the “Authorize Auto Logging” button.  Then follow standard sign-in screens for your email.   **If you do not see the "Authorize" button, contact your Bolstra Customer Success Manager and let them know. If you are a Bolstra administrator you will need to [...]

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