Mobile Leads

How To - Create new Lead
1- To start click on New Lead (this is visible on each page). 2. Fill out all the information (minimum requirement is at least 1 contact method). ...
Mon, 19 Mar, 2018 at 2:02 PM
How To - Search, View and Manage all your Leads
1) Click on the Leads List page. You can change the View or the Filter to get your preferred lists.
Mon, 19 Mar, 2018 at 2:02 PM
Info - Calendar View
The Calendar view will show you all your upcoming calendar appointments. By Clicking on the appointment you can update the date or remove the a...
Mon, 19 Mar, 2018 at 2:02 PM
How To - Record Marketting Traffic
1 - Go into the traffic screen. 2 - Check in to your display. 3 - Record the traffic.
Mon, 19 Mar, 2018 at 2:03 PM
How To - Create a Lead from Product Catalogue
Click on the Product Catalogue to go to the overview page. you can now cycle through the products and see more details. If a client i...
Mon, 19 Mar, 2018 at 2:03 PM
Info - Lead Overview and Header
Go to a lead from the lead list or through search. In the lead overview screen you can classify the lead and update the expected sign date, you...
Mon, 19 Mar, 2018 at 2:04 PM
How To - Progress a lead
1 - Go to the steps page. 2 - A green tick means that this step has already been completed. 3-  To complete a step please click on the Complete but...
Mon, 19 Mar, 2018 at 2:04 PM
How To - Upload and View Documents and Photos
1 - Go to Docs and Photo Tab 2- Here you have an overview of all previously loaded docs and photos, when it was uploaded, if it is visible to the clien...
Mon, 19 Mar, 2018 at 2:04 PM
How To - Create and Edit Tenders
In MobileLeads, search for or add a new lead and then go to the tenders tab. If the lead doesn't already have a tender that you want to view then you ...
Mon, 19 Mar, 2018 at 2:07 PM
How To - Use Deadpool to Recycle Lost Leads
In MobileLeads, we have a cold leads storage called Deadpool this is a list of leads that were previously managed but have gone cold. Your sales consultants...
Wed, 23 May, 2018 at 7:52 PM