Completing a Task
You will only have the opportunity to complete Tasks if you have Call Management on 'Advanced'.
Online Help
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There are two ways to access the Call Management screen. To complete a Task or Survey, first you must select a retailer.
Option 1- Touch 'New Call'.
Select the Retailer from the pop-over menu.
Option 2- 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. Now you can see any orders, notes or tasks that have not been uploaded.
Here is the guide explaining the Call Management Screen in further detail.
Tasks
Touch 'Tew Task' in the bottom left of the screen to start the Task.
Select either either 'Competitor Survey' or 'Delivery Drivers Check'.
The delivery details check is optional to complete before the order is completed. (in this instance for this retailer)
Fill in the 'Delivery Details Check' then press submit.
Surveys have specific questions for the rep that are aimed at getting information whilst in the interaction.
Complete the Survey and touch 'Submit'.
The Task in progress box allow you to clearly view the Required and Optional Tasks separately.
The Required Tasks must be completed before uploading the Order to the cloud.
You may also Edit, Delete, Start New Task and view the Tasks in progress.
You will now see two entries in the task section.
Touch 'Complete and Upload' to send these Tasks off to the Cloud.
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