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 flow between tabs as per live status 2. Lead card 2.1. Moving the lead card to different buckets 2.2. Schedule or edit an event w...
Wed, 4 Jan, 2023 at 11:27 AM
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...
Wed, 4 Jan, 2023 at 11:15 AM
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