Using the app

Managing Calls
What you can learn in this article:              1. Incoming calls 2. Manage incoming and outgoing missed calls 3. Manage incoming and outgoing ...
Mon, 31 May, 2021 at 3:00 PM
Reimbursements
What you can learn in this article:              Navigate to the Reimbursement section in the app Incoming calls Create a new reimbursement request ...
Thu, 1 Jul, 2021 at 11:10 AM
Scheduling and Managing Events
What you can learn in this article:              Events include follow-ups, face-to-face meetings, and site visits. An event once created can be cancel...
Wed, 26 May, 2021 at 11:32 AM
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
  You will get a quick snapshot of:              1. Creating a lead from Sales Agent app. 2. Creating a Channel Partner lead from Sales Agent App....
Wed, 26 May, 2021 at 11:27 AM
Transfer leads
What you can learn in this article:              Leads can be transferred to another agent in the same project or another project.     1. Transfer...
Thu, 1 Jul, 2021 at 11:09 AM
Creating a Booking & Approval Process
What you can learn in this article:              1. Understand Booking flow 2. Creating a booking & mandatory fields(*). 3. Registering co-applic...
Thu, 1 Jul, 2021 at 11:09 AM
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...
Wed, 26 May, 2021 at 11:22 AM