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Datamaskiner og elektronikk Programvare CRM-programvare Resco Mobile CRM Brukerhåndboken

Contacts. Resco Mobile CRM

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Resco Mobile CRM

User Guide

Contacts

11.1. Switch to Map View

You have an option to view the contact on the map. Select Contacts from the home screen. Select a contact. Tap the “Map” button located on the upper left corner of the contacts “view” column.

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Table of contents

Synchronization

How to synchronize your device

Sync Troubleshooting

Turn on/off standard entities

Map + Dashboard

Max Sync Record

Sync Login (background sync)

Online/Offline mode

Current location

Satellite vs. Aerial map view

Navigation (tablets)

Navigation (smartphones)

Filtering records

Searching records

Add new activity

Convert Appointment to Opportunity

Convert Appointment/Call to Case

Complete Appointment or Call

Cancel Appointment or Call

Set Call to “Made

Set Call as Received

Create new appointment

Switch to Map View

Add new Account

Browse account fields

Switch to Map View

Add new Contact

Browse contacts fields

Switch to Map View

Browse leads fields

Disqualify lead

Add new Opportunity

Edit opportunity

Browse opportunity fields

Convert Opportunity to Won

Convert Opportunity to Lost – Out Sold

Convert Opportunity to Lost - Canceled

Browse quote fields

Get products from opportunity to draft of a quote

Set quote to Won

Set quote to Lost

Cancel the quote

Browse order fields

Get products from opportunity to an order

Complete order partially

Add new invoice

Browse invoice fields

Get products from opportunity to an invoice

Set invoice to “Paid Fully

Set invoice to “Paid Partially

Add new product

Browse product fields

Browse case fields

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