Getting Started Training Play list

• Related Articles

• Inzant Sales iPad - All videos in one play list.

  Complete Training Play List. Perfect for new employees or as a refresher to the team. This is a step by step guide to using the Inzant Sales iPad app please check back and watch again from time to time as new videos will be added when new features ...

• Video Play List - Inzant Sales iPad - Ordering Features

  This play list contains videos on: adding a line note in an order future dated or pending orders emailing a sales order conformation downloading a retailers complete order history. Click link for Ordering feature play list

• Video Play List - Inzant Sales iPad - Call Cycle and Scheduling

  This guide provides you a link to a play list outlining all the features in the call cycle and scheduling feature. Click here to view the Call Cycle and Scheduling Play List

• Getting Started - Loading the App

  This article describes how to install the Inzant Sales App and connect it to your system. Note: This version is currently in Beta test, if you would like access, please contact support. Go to the App Store, the App logo is highlighted below. Search ...

• Getting ready for a Tradeshow

  For most of our customers tradeshows are a yearly staple in the calendar. The one common theme seems to be that having either a couple of a whole heap of additional users for either a few days or the duration of the month is a requirement. With this ...

• Popular Articles

• Home Screen and Navigating the System

  The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...

• Setting a Retailer to have Website access from the Management Portal

  To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...

• Inzant Website CMS User Manual

  The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.

• Creating Hyperlinks

  There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...

• Initialising & Resyncing the Inzant Sales App

  If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...

• Recent Articles

• Adding a Favourites List to a Retailer

  In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...

• Accessing and Managing Favourites Lists

  In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...

• Creating Bespoke Favorites Lists for a Contact

  In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...

• Changing the Order of Favorites Lists

  In this video, I will show you how to easily change the order of your favorites list on both the website and the iPad. By simply dragging and dropping, you can customize the order to your preference. No action is required from you, this is just a ...

• How to Create and Manage Favourites List on iPhone

  In this video, I will show you how to create and manage a favourites list on your iPhone. You can access, edit, and add items to your favourites list directly from the iPhone app. I will guide you through the steps of adding a favourites list, adding ...