Lesson 6 - Field Sales using DreamzCMMS Mobile App (11)

Lead on Mobile App

Created by Binita Goswami, Modified on Wed, 25 Sep at 11:49 AM by Binita Goswami
How to add note and attach a document for a lead?

Created by Binita Goswami, Modified on Fri, 20 Sep at 12:37 PM by Binita Goswami
How to create a task and assign a user for a lead?

Created by Binita Goswami, Modified on Fri, 20 Sep at 12:47 PM by Binita Goswami
How to convert a Lead to an Opportunity?

Created by Binita Goswami, Modified on Wed, 25 Sep at 11:48 AM by Binita Goswami
How to create Opportunity on Mobile App?

Created by Binita Goswami, Modified on Wed, 25 Sep at 11:50 AM by Binita Goswami
View Opportunity Records on Mobile

Created by Binita Goswami, Modified on Fri, 20 Sep at 1:01 PM by Binita Goswami
How to create, view and approve Quotation from Mobile App?

Created by Binita Goswami, Modified on Thu, 21 Nov at 12:06 PM by Binita Goswami
How to create a Sales Order

Created by Binita Goswami, Modified on Thu, 21 Nov at 1:04 PM by Binita Goswami
How do you see your assigned job?

Created by Binita Goswami, Modified on Thu, 21 Nov at 1:53 PM by Binita Goswami
How to start and close a job you are assigned?

Created by Binita Goswami, Modified on Thu, 21 Nov at 4:24 PM by Binita Goswami