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,...

  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....

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...

You will get a quick snapshot of:              1. Accessing lead details 2. Editing lead details 3. Transferring the lead 4. Lead history Acc...

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 ...

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...

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...

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...

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 ...