Completing a survey on the iPad
Inzant Sales Pro Plus users will be able to use task and survey functionality. Task and Surveys are set by the management staff for the reps to complete while making their sales calls. Tasks can include showing buyers a specific catalog, special sheet or product range. Surveys are customisable by your management staff they can include yes or no questions, text box answers, photo responses and drop down menu responses. Surveys can be mandatory or optional. below is a guide to completing a survey.
After selecting a retailer to view if you have any mandatory tasks to complete you can see the "Required Tasks" box this will show any tasks or surveys that must be completed if these are not completely you will not be able to upload an order for the customer.
To begin your survey touch the interactions button.
Once in the Interaction screen touch "New Task" this will show you all available tasks for this customer here you can see mandatory and optional tasks.
Select the task or survey you would like to do from the scroll wheel, and touch "Start Task" to begin
The Survey will pop up on your screen, this is created by your management team and will be specific to your own company. There are a range of answer options the management team can choose for you, including: yes no buttons, photo responses, text boxes, drop down menu responses.
To input an answer on a drop down question touch the bar and you will see a list of options scroll to the option that is correct and touch "done"
To input an answer for a text box touch the text box and a keyboard will pop up you can type any notes relevant here
To add an image for a photo answer touch the plus icon this will open the camera for you and you to take a photo.
After you have filled in all required answers you can submit your survey by clicking the "submit button" If you wish to close the Survey at any time you can also click the Close button and it will sit in your tasks list on the interaction screen until you are ready to complete it.
Once you have touched submit you will be taken back to the interaction screen here you can see your survey has been completed as it has a green tick next to it, if you have just closed the survey it will not show the tick and will need to be completed before you will be able to upload any orders for this customer.
You can now create your order as you normally would and touch "complete and upload" for all tasks, surveys and orders that you have taken for this buyer to be uploaded together.
After selecting a retailer to view if you have any mandatory tasks to complete you can see the "Required Tasks" box this will show any tasks or surveys that must be completed if these are not completely you will not be able to upload an order for the customer.
To begin your survey touch the interactions button.
Once in the Interaction screen touch "New Task" this will show you all available tasks for this customer here you can see mandatory and optional tasks.
Select the task or survey you would like to do from the scroll wheel, and touch "Start Task" to begin
The Survey will pop up on your screen, this is created by your management team and will be specific to your own company. There are a range of answer options the management team can choose for you, including: yes no buttons, photo responses, text boxes, drop down menu responses.
To input an answer on a drop down question touch the bar and you will see a list of options scroll to the option that is correct and touch "done"
To input an answer for a text box touch the text box and a keyboard will pop up you can type any notes relevant here
To add an image for a photo answer touch the plus icon this will open the camera for you and you to take a photo.
After you have filled in all required answers you can submit your survey by clicking the "submit button" If you wish to close the Survey at any time you can also click the Close button and it will sit in your tasks list on the interaction screen until you are ready to complete it.
Once you have touched submit you will be taken back to the interaction screen here you can see your survey has been completed as it has a green tick next to it, if you have just closed the survey it will not show the tick and will need to be completed before you will be able to upload any orders for this customer.
You can now create your order as you normally would and touch "complete and upload" for all tasks, surveys and orders that you have taken for this buyer to be uploaded together.
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