How do I check if there are content updates?
Open the app, close and restart it or launch content update clicking on the “Get content updates” menu under gear icon of toolbar.
Archives: faqs-web
App web faqs
How can I open a quote I made earlier?
You can open it from the Quoting tool by clicking on the “Recent quotes” button, then on the quote you want, or from the Sales tracker tool by clicking the arrow button inside the Quotes dashboard or on the number of tracked, new or finalised quotes,...
Can I share the quote to the customer?
Yes, you can. You can send the quote by email within the “Finalise” step, in case of draft quote, and from the “Close” step if the quote has already been finalised.
To make a quote and finalise it, do it I need to be connected to the Internet?
No, you don’t need internet connection. You can also make and finalise the quote if you are not connected to the Internet. It will be synchronised when the connection is restored and when the automatic synchronisation will occur after opening the Quoting...
Can I update customer’s information?
Yes, you can. You can do it while you process a quote or within the customer card. In the first case after you have opened the Quoting tool and have searched for the customer, you change the information you want, flag the “Default contact for this...
If I made a quote on mobile can I open it on web (and vice versa)?
Yes, you can. You have to click on “Recent Quotes” button in the first Quoting tool page.
What are the arrows I see in the Sales Tracker dashboard?
Arrows indicate the trend of your performances or ones of your Team (if you are in Manager mode) compared to the previous period. Performances are focused on tracked, new, finalised quotes and on tracked, new, existing customers. By default, the set...
What’s the meaning of “live” and “expiring” deal in the Sales Tracker tool?
When a Customer has no events, for a defined number of days, the deal will expire and it will no longer be tagged as live deal. When this number of days with no events is about to be reached the Customer will be tagged with an expiring deal tag. Contact...
