Video Guide - Inzant Sales iPad - Managing Visit cycle period
Video Guide - Inzant Sales iPad - Managing Visit cycle period
In this video on call cycle and scheduling, I will show you haw to pre-set the visit cycle period for a customer/retailer. This will then automatically suggest a date for your next call saving time.
n this video on call cycle and scheduling, I will show you haw to pre-set the visit cycle period for a customer/retailer. This will then automatically suggest a date for your next call saving time. Please see links below for more information and ...
In this video on call cycle and scheduling, we will show you the filtered to todays call sorted by time retailer map view, all with in the Inzant Sales app. This can be a great visual aid allowing you to take the most efficient route and add in an ...
The Schedule will be available to view from the Home Screen. The schedule is connected into the Calendar App on the device and will display the current days entries in the calendar. Past appointment times will be shown in RED, whilst upcoming ...
In this video on recurring appointments we will show you how to plan a series of recurring appointments. This is really useful when you have a set call cycle and allows you to set it up once and it will be available in for you in an ongoing basis. ...
In this video on email a Sales Order Conformation , Quote or draft order from the Inzant Sales app We will give you a step by step guide on how easy it is to do this from the order summary screen. Please see links below for more information and ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...