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Jessica Abejar

Resources Editor at Spektrix

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Articles

Recent activity by Jessica Abejar

  • Introduction to Locks

    Locks (also known as kills, set asides or holds) can be used to restrict Seats for certain purposes. For example, holding Seats off sale for Access, Agents, Press, Artists, the Company or the House...

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  • Managing and Closing Opportunities

    In this article you’ll be guided through the process of managing Opportunities including moving the Opportunity along Opportunity Stages in the pipeline. We’ll also guide you through closing out an...

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  • Selling and Renewing Memberships

    In this article we’ll guide you through selling and renewing Memberships in the Sales and Opportunities Interfaces, and online. We’ll also cover overriding and reissuing Memberships when changing t...

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  • Soft Crediting Orders

    Soft Credits let you assign an Order to one or more connected Customer Records, other than the main Individual or Organization, without double counting income from the Order.In this article, we’ll ...

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  • Digital Customer Passes for Membership Purchases

    This article explains how to set up Digital Passes containing QR codes of Customer IDs that are generated from Membership purchases.To set up Digital Passes which contain Customers IDs, you’ll need...

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  • Metrics Library: Reporting Outputs

    This article is an index of commonly used output metrics found in reports. This library is useful for learning about and understanding the output columns of unformatted Standard and Custom Reports....

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  • Introduction to Activities and Activity Types

    Activities are a feature in the Opportunities Interface that lets you track the steps taken or planned towards an Opportunity as well as other day-to-day tasks. In this article, we’ll introduce you...

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  • Organizing Discounts Using Offer Priority Groups

    Offer Priority Groups let you manage the order in which Offers apply to items in the Basket/Cart when multiple Offers are available.Before reading this article you should be familiar with: Introduc...

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  • Introduction to Campaigns and Campaign Structures

    Campaigns are a tool in Spektrix that projects, tracks and organizes the way revenue is brought into your organization.This article will introduce you to Campaigns and the tools and key terms you s...

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  • Reporting on Ticket Returns

    Ticket returns (refunds) can have a financial impact on an organization. By using a combination of Attributes and Custom Reports, you can report on the returns made in your system.By using custom T...

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