Sales App- Home Screen & Terminologies

Modified on Wed, 9 Aug, 2023 at 2:51 PM

Navigate to:

1. Overview

2. Sales App- Home

3. Event Scheduling

4. Search Filters

5. In-App Notifications

6. Others

1. Overview

2. Sales App- Home

Column	Description
Upcoming events	Shows all the upcoming events (follow-ups, face-to-face, & site visits) for the same day.
Outdated events	Scheduled events that are either missed by the agents or agents have forgotten to mark them as done despite completing the event.
Ignored leads	The lead will be marked as ignored if it is lying in the same bucket for more than 24 hrs; the sales agent has missed follow-ups with the lead; the sales agent has not scheduled any event with the lead, or there is no future event scheduled for the lead.
Fresh	Pending leads that the agent needs to claim to move ahead in the lead's journey.
Claimed	Leads that are claimed by the agent using the Sales app.
Interested	Leads that show their interest in the property.
Meeting done	Face-to-face or virtual meeting with the lead is completed.
Visit done	Lead has visited the property.
Final negotiation	The lead is negotiating after completing the visits & confirming the property.
Booking done	The booking with the lead is closed.
Failed	Leads that are marked failed by the agents during the lead's journey.

3. Event Scheduling

From the bottom navigation bar, click on the 'calendar' icon to view or schedule various events with the interested leads from the Sales App.

Types of events you can view or schedule:

- Follow up

- Face-to-face

- Site visits

You can read this document to learn more about 'Event Management' in the Sales Agent App.

4. Search Filters

The agent can search leads by applying several filters in the Sales Agent application.

These filters are:

Column	Description
Project	Agents can search for leads from specific projects.
Event type	Agents can search the leads having scheduled events (Follow-up, face-to-face, & site visits).
Event status	This will show leads according to missed, planned, or completed events.
Event date	Agents can filter leads depending on the scheduled events on an ongoing day, ongoing week, or ongoing month.
Lead type	It shows the lead category their potential to convert on the basis of cold, warm, & hot.
Lead source	It includes parameters (Missed calls, patch-outs, transferred, digital inquiries, & self-creation) for filtering the leads.
Lead status	It shows leads according to their present status i.e. claimed, interested, meeting done, visit done, negotiation, booking done, & failed.
Lead claim date	Agents can filter the leads depending on the lead claimed date. It includes parameters like ongoing day, ongoing week, ongoing month, & previous day.

You can read this document to learn more about 'Search & Filters' in the Sales Agent App.

5. In-App Notifications

You can view in-app notifications by tapping the 'Bell' icon on the bottom navigation bar.

You can read this document to learn more about the in-app notification of the Sales Agent App.

6. Others

In the bottom navigation bar, when you click on the ‘3 vertical dots’, it will take you to other quick actionable.

Note:
- Reimbursements & incentives will only be visible to the agents from ANAROCK & Trespect.
- Inventory will only appear if it is integrated with your project.

You can read this document to learn more about 'Other Options' in the Sales Agent App.

For any support on our products, please reach out to support@anarock.com

For any feedback, please reach out to tech-feedback@anarock.com