Using the app

Managing Calls
What you can learn in this article -      1. Incoming call logic,     2. Manage incoming and outgoing missed calls,     3. Manage incoming and outgoin...
Fri, 31 Jul, 2020 at 5:13 PM
Reimbursements
What you can learn in this article Navigate to the Reimbursement section in the app Create a new reimbursement request Conveyance bill submission Phone...
Thu, 6 Feb, 2020 at 10:54 AM
Scheduling and Managing Events
Events include follow-ups, face-to-face meetings, and site visits. An event once created can be cancelled or modified, and the agent app offers a seamless ...
Fri, 31 Jul, 2020 at 5:13 PM
Notifications
What you can learn in this article Phone notifications In-app notifications FAQs Phone notifications Reminders Reminders for future e...
Thu, 29 Aug, 2019 at 2:20 PM
Creating Leads
What you can learn in this article -      1. Creating a direct lead - From Claimed & Interested Bucket.     2. Creating a Channel Partner lead. Cr...
Fri, 31 Jul, 2020 at 5:28 PM
Transfer leads
What you can learn in this article Transfer individual leads across projects Destination bucket of the transferred lead Criteria for being able to trans...
Mon, 4 Nov, 2019 at 9:29 AM
Creating a Booking & Approval Process
1. Understand Booking Flow. 2. Add or Remove Approvers. 3. Creating a Booking & Mandatory Fields(*).  4. Registering co-applicants. 5. Sending Booki...
Fri, 21 Aug, 2020 at 2:13 PM
Sending Virtual Meeting Invite to a lead
Pre-requisites for the meeting link - i. Management permission ii. Sales App V 4.8.0 iii. Email Id of the lead iv. Hangout App or Microsoft Teams App...
Thu, 27 Aug, 2020 at 8:42 PM
Lead Claim and Distribution Logic
Overview Leads can flow to agents using the Sales app in different ways, based on lead source/channel. Each one has its own conditions and limitatio...
Tue, 10 Nov, 2020 at 6:34 PM