Sales Automation App For Field Sales Team - Vite biz app manual
- 1. Sales Automation App User Manual For Sales Management App
- 2. Login - Login into app with your employee login access. - Enter Your username and password which provided by company
- 3. Dashboard - Dashboard- Menu 1. Access Dashboard 2. Get this month invoice sum 3. Display Appointment count 4. Display Lead status wise graph 5. From Menu icon you can access other features of app
- 4. Contacts - Contacts list - Add Contact 1.Display all Contacts and search from list 2.Add New Contact Click Plus sign 3. Choose source of contacts
- 5. Contacts - Edit Contact- Contact detail 1.In more tab display Contact Details and invoices tab display appointments ,invoice and quotes 2.Click on Edit icon if you want to modify any information
- 6. Product(Items) - Item list - Item Detail 1.Display all Items (products) 2.you click item name display detail of this item Manage Items and pricing you have to login on web admin
- 7. Appointments - Appointment List - Appointment Add 1. View today's and upcoming appointments 2.Add New appointment enter location and select time and appointment date for getting notified.
- 8. - Edit Appointment - Appointment History 1. Edit your Appointment and also change appointment status and add appointment notes after meeting 2.View all past appointments
- 9. Employee’s Expense - Expenses List - Add Expenses 1. List of your expenses 2.add daily expense and amount with picture of bill Automatically admin will approve expenses and will be credited on your account.
- 10. - Expenses Edit 1. Edit your Expense if any changement needed.
- 11. Leads - Lead List - Add Lead 1. Display all leads 2.Add lead with plus icon on top right corder.
- 12. - Lead Details - Edit Lead 1. Display your lead Details and change status or delete or update. 2.Edit your Lead information with the help of edit icon on right side corner.
- 13. Quotes - Quotes List - Add Quotes 1. Display all Quotations 2.Add Quotes with the help of plus icon on right side of Quote list
- 14. - Quotes Details - Edit Quotes 1. Display details of the quotation and email that to client on direct email button or delete it 2.Edit Quote with edit button on right side corner
- 15. Invoices - Invoice List - Invoice Add 1.Display all Invoices 2. Add invoice
- 16. - Invoice detail - Edit Invoice 1.Display Invoice Detail Change status,update or delete 2. Edit invoice detail
- 17. www.vite.biz