Using the App

Sales App- Home Screen & Terminologies
Navigate to: 1. Sales App- Home 2. Search Filter 3. Events 4. Lead Details 5. Sales Kit 6. Others 1. Sales App- Home Column Description Upcomi...
Mon, 8 Aug, 2022 at 2:45 PM
Lead Creation
  You will get a quick snapshot of: 1. Creating a lead from the Sales Agent app 2. Adding details while creating leads 1. Lead Creation from Sales A...
Thu, 25 Aug, 2022 at 4:02 PM
Creating Leads From Channel Partners
Navigate to: 1. Creating a lead from a channel partner 2. Creating a new channel partner 1. Creating A Lead From Channel Partner I. Click on the ...
Thu, 25 Aug, 2022 at 3:31 PM
Lead Card, Lead Journey, & Lead Failure
Navigate to: 1. Lead card 1.1. Moving the lead card to different buckets 1.2. Schedule or edit an event with the lead 1.3. Reach out to any lead throu...
Thu, 25 Aug, 2022 at 3:25 PM
Lead Details, Lead Transfer, Lead History
Navigate to: 1. Accessing lead details 2. Editing lead details, category, & status 3. Transferring the lead 4. Lead history 1. Accessing ...
Tue, 4 Oct, 2022 at 2:47 PM
Transfer Leads
Navigate to: 1. Business use cases 2. Top features 3. Steps to transfer leads from the Sales App 4. Frequently Asked Questions 1. Business Use C...
Tue, 4 Oct, 2022 at 2:57 PM
Searching The Lead
Navigate to: 1. Searching the lead 2. Listing the leads as per the lead claimed date 3. Refining your lead search by using filters 1. Searchin...
Thu, 25 Aug, 2022 at 3:42 PM
Sending Virtual Meeting Invite To A Lead
Navigate to: 1. Virtual meeting invite 2. How can agents send a virtual meeting invite to a lead? 3. How will agents see the Virtual Meeting link from th...
Thu, 25 Aug, 2022 at 3:45 PM
Scheduling and Managing Events
Navigate To: 1. Types of events 2. Ways to schedule events 3. Scheduling events 4. Updating events 1. Types of Events   Follow-Ups: A rem...
Thu, 25 Aug, 2022 at 4:12 PM
Call Modal
Navigate to: 1. Call modal 2. Following up with the lead 3. Scheduling a face-to-face meeting with the lead 4. Scheduling a site visit with the lead ...
Thu, 25 Aug, 2022 at 3:49 PM