News & Events

High Touch Key Performance Indicators (KPI’s)

Looking for metrics to compare how your team of relationship managers is progressing towards their goals?  Check out the Key Performance Indicators (KPI) section of the High Touch dashboard screen. Each KPI tool makes it easy to compare each relationship manager’s portfolio across several metrics:…

“What’s_my_password_again?” – No, that’s not it.

We all have a lot of passwords these days and despite our mnemonic devices sometimes even the best of us forget…

Marketing Automation

Have you heard of Marketing Automation (Engaging Networks’ email automation tool), but aren’t…

Did You Know – Color Coding

There are small but helpful ‘hidden’ features throughout Revolution Online that not all our Users are…

Did You Also Know – Swap Codes

What do you do when you have two similar table entries in Revolution Online, and you decide that you want to combine…