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Compass – How to Search for Customers (Residential & Commercial)
Compass – How to Search for Customers (Residential & Commercial) Overview Compass has an intelligent search function that will recall any information typed into the field automatically which is linked to indexed information. In this document, you ...
Email Delivery / Email Open Status
When sending emails in Compass, the system shows additional information: - which email address(es) the message was sent to. - delivery information for those addresses (whether the email was delivered, opened, bounced, etc) When viewing the ‘tasks and ...
Received texts from multiple tracking numbers.
Occasionally, a customer may text you at multiple tracking numbers. A real-world example would be a customer who initially texts you on your website phone number, and then later sees your ad in a magazine, and texts that number. MiraTel Texting ...
Logging in to Compass
To access Compass, open a web browser and enter the URL: miraclemethodoffice.com. Enter the Email Address and Password that was provided to you by IT during your user setup. If you do not have this information, contact IT support for assistance. You ...
Leads within Compass
One of the many useful features that Compass has is the ability to import customer leads that are submitted online. Any leads that come into the system for a franchise market or markets get downloaded into Compass for review. Once the leads appear, a ...