Call Management Screen
Call Management Screen Explained
Online Help
The help link will provide you with access to our knowledge base with the articles filtered by relevance.
You will only have access to Tasks and the Call Management Screen if you have your Call Mode set to be Advanced.
Here is the guide explaining how to change the Call Mode Setting.
You access the Call Management Screen from two locations on the home screen.
1. Touch 'New Call'.
Select the Retailer by touching 'Select'.
2. Second Option: Touch the 'Quick Links' in the top left of the screen.
In the drop down menu touch 'New Call'.
You will now be able to view the Call Management Screen.
In the top right of the screen, touch into the field 'in Store Visit'. You will view this drop down menu giving you options to change the type of call.
The Orders in Progress box allows you to view any Draft or Quotes that have not been uploaded. You may edit and cancel any draft or quote orders from here.
You can start a new order from here, touch in to any of the New Order Modes to start an action.
If you have left any Notes on the Retailer, they will appear here.
Touch into the area and the pop-up keyboard will appear.
In the Checkout box you will View the Retailers set preferred call frequency.
Touch here to Create a New Appointment.
In the 'Tasks in Progress' box, you will be able to view any Required or Optional Tasks your office has assigned for you to complete when in that retailer.
Once you have completed a Task before uploading they will appear here.
You can edit, delete or submit tasks that you have already commenced but have not uploaded.
Touch 'New Task' to view pre-loaded tasks your Office Management has configured. If you have completed any task they will remain in the 'Task in Progress' box until uploaded.
Touch either 'Competitor Survey' or 'Delivery Drivers Check' as these are the two Tasks that have been set up for this retailer.
You will now see two entries in the task section.
Touch 'Complete and Upload' to send these orders off to the Cloud.
Related Articles
Call History Search Screen
The Call History Screen allows you to review history and report on Calls and Journal entries. This article describes how to use the Call History screen. Online Help The help link will provide you with online access to our knowledge base with the ...Open the Management Portal
The Management portal can be accessed by selected Inzant Users however your office will need to give you access to use this feature. To open the Management Portal touch the 'Utilities' icon in the top right of the Home Screen. Navigate down to 'Open ...Adding & Editing Retailers using the Management Portal
This guide provides information on Adding & Editing Retailers in the Inzant Sales Management Portal. Adding a Retailer Retailers Can be added to two ways. From the Actions Menu in the Top Menu Bar or Using the New Retailer button on the Retailer ...Call Notes Detail Screen
The Call Notes Detail Screen allows you to view all the information associated with a Call Note. This screen may be accessed from a number of locations in the App however once on the screen the operation is much the same. Depending on the type of ...Video Guide - Ordering - Order Screen View
This video covers the various ways you can view the order screen so you can find what works for your business.
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 ...Creating a Retailer
This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...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 ...
Recent Articles
Management Portal - Adding a Pricing Rule Walk Through Video
Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...Performing a Hard Reset on an iPad
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 ...