Managing Appointments
Video Guide - Inzant Sales iPad - Scheduling and Call Cycle- Recurring Appointments
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. ...
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. Please see links below for more information and ...
Video Guide - Inzant Sales iPad- Schedule and Call Cycle- View your call schedule in map view
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 ...
Video Guide - Planning your next call at end of order
In this video on call cycle and scheduling, I will show you how to plan you next call from the order summary screen. Please see links below for more information and follow the playlist for more detailed step by step guides on individual features. ...
Call Schedule / Book an Appointment
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 ...
Managing Appointments
Call Schedule Inzant allows you to view your daily schedule ( If / any appointments will show in the box) in simple detail from the home screen in the orange box highlighted. Please note: (See below) Events that are past the current date will show ...
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 ...