What you can learn in this article:              1. Incoming calls 2. Manage incoming and outgoing missed calls 3. Manage incoming and outgoing ...

What you can learn in this article:              Navigate to the Reimbursement section in the app Incoming calls Create a new reimbursement request ...

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...

What you can learn in this article Phone notifications In-app notifications FAQs Phone notifications Reminders Reminders for future e...

  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....

What you can learn in this article:              Leads can be transferred to another agent in the same project or another project.     1. Transfer...

What you can learn in this article:              1. Understand Booking flow 2. Creating a booking & mandatory fields(*). 3. Registering co-applic...

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...

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...