Sales Culture > Activities & Visitation
It is no surprise that a sales personnel’s major job function is to do sales. One of the activities a salesperson do is make sales call, be it by telemarketing on the phone or visit their pros...
A place to plan your follow-up calls, visitations and sales leads follow-up. This is to encourage sales personnel to plan their activities ahead, as shown here: Search The Customer    &...
Sales Person can view their Planned Activity in a Calendar mode. For Manager they have option to view By All Staff By Specific Staff 1. From your Main Dashboard, tap on SALES  and c...
This list will allow user to view more details of each scheduled activity, including the GPS Map from Check-In module 1. From your Main Dashboard, tap on SALES  and click Activities 2. ...
When using the the clock-in or check-in module, user are advised to turn off the Wifi and using the GPS. Below some guide to get most accurate location. In most cases, Map will show slight differenc...
Check In Module allow user to update the their activity in Real-time by using the mobile phone. Select either the visitation is for Existing Customer or a New Customer or from Pre Schedul...
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