Quotes and Sales Orders
We need access to Quotes and Sales Orders while on the road and it would be great if we could create and view them from the phone or tablet. When will this feature be available?
Topic Participants
Eric Dahlgren
zohomobilesupport
Alex Petras
Alexander Drozdov
Heath O'Leary
Sticky Posts
Tip #3: Use Check-in to geo-tag your client visits instantly
Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. Tip #3: Use Check-in to geo-tag your client visits instantly Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update