Using the app

Lead Card, Lead Journey, & Lead Failure
You will get a quick snapshot of: 1. Lead card 2. Lead flow between tabs as per live status (Claimed, Interested, Meeting Done, Visit Done, Negotiation,...
Mon, 18 Apr, 2022 at 5:06 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
Creating Leads From Channel Partners
You will get a quick snapshot of:              1. Creating a lead from channel partner 2. Creating a new channel partner Creating A Lead From Chan...
Tue, 1 Feb, 2022 at 11:28 AM
Lead Details, Lead Transfer, Lead History
You will get a quick snapshot of:              1. Accessing lead details 2. Editing lead details 3. Transferring the lead 4. Lead history Acc...
Mon, 28 Mar, 2022 at 11:39 AM
Searching The Lead
You will get a quick snapshot of: 1. Searching the lead 2. Listing the leads as per lead claimed date 3. Refining your lead search by using filters ...
Tue, 1 Feb, 2022 at 11:27 AM
Sending Virtual Meeting Invite To A Lead
Topics covered - 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 fr...
Tue, 1 Feb, 2022 at 11:26 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
Call Modal
You will get a quick snapshot of:              1. Call modal 2. Following up with the lead 3. Scheduling a face-to-face meeting with the lead 4. Sched...
Tue, 1 Feb, 2022 at 11:28 AM
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