Mobile Leads

Create new Lead
1- To start click on New Lead (this is visible on each page). 2. Fill out all the information (minimum requirement is at least 1 contact me...
Tue, 1 Nov, 2016 at 2:13 PM
Leads List Page
1) Click on the Leads List page. You can change the View or the Filter to get your preferred lists.
Tue, 1 Nov, 2016 at 2:15 PM
Calendar View
The Calendar view will show you all your upcoming calendar appointments. By Clicking on the appointment you can update the date or remov...
Tue, 1 Nov, 2016 at 2:18 PM
Recording Traffic
1 - Go into the traffic screen. 2 - Check in to your display. 3 - Record the traffic.
Tue, 1 Nov, 2016 at 2:46 PM
Product Catalogue
Click on the Product Catalogue to go to the overview page. you can now cycle through the products and see more details. I...
Tue, 1 Nov, 2016 at 2:23 PM
Lead Overview and Header
Go to a lead from the lead list or through search. In the lead overview screen you can classify the lead and update the expected sign da...
Tue, 1 Nov, 2016 at 2:33 PM
Progressing a lead
1 - Go to the steps page. 2 - A green tick means that this step has already been completed. 3-  To complete a step please click on the Complet...
Tue, 1 Nov, 2016 at 2:36 PM
Docs and Photos
1 - Go to Docs and Photo Tab 2- Here you have an overview of all previously loaded docs and photos, when it was uploaded, if it is visible to the cl...
Tue, 1 Nov, 2016 at 2:39 PM
Sales Manager Dashboard Set Up (Technical)
Sales Manager Dashboard is shown in the Screen shot below.  You would have to configure the system so that a Lead is recognised as a sale. Clickh...
Wed, 15 Feb, 2017 at 2:08 PM