Best crm my salesdilaer
-
Upload
vikas-mahore -
Category
Technology
-
view
138 -
download
0
Transcript of Best crm my salesdilaer
![Page 1: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/1.jpg)
This is the main screen of our app.
![Page 2: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/2.jpg)
How to add a contact in contact list.
Tap on the “Add Contact” Icon.
![Page 3: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/3.jpg)
Attributes for Add Contact.
This Drop Down list will ask to choose the contact type .
![Page 4: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/4.jpg)
Create a Custom list
• Create Custom List according to own criteria.
Tap on Create Custom List.
![Page 5: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/5.jpg)
Give Conditions For Criteria.1st conditions list
2nd condition list.
![Page 6: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/6.jpg)
Custom Contacts Icon shows created custom list.
![Page 7: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/7.jpg)
Create Email & SMS templates with message templates icon.
![Page 8: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/8.jpg)
For Example managing an Email Template.
![Page 9: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/9.jpg)
How to Sync mobile device with MySalesDialer Dashboard.
After taping on Login Button , you can sync with MySalesDialer.com
Type verification code received via SMS
![Page 10: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/10.jpg)
Taping on “Locate Me” icon, we can track our position and report it to dashboard.
Tap and report location.
![Page 11: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/11.jpg)
Export feature to export contacts to external storage.
![Page 12: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/12.jpg)
Import feature will ask where to import data on Device.
![Page 13: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/13.jpg)
Sync with Address Book feature is for synchronize device contacts with App.
This drop down list will ask to choose contact type.
![Page 14: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/14.jpg)
Choose a list to start Calling.
For eg..here we are choosing Contacts list to call.
![Page 15: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/15.jpg)
On Taping “Menu button” several option will be open to start calling.
![Page 16: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/16.jpg)
“More Option” features.
![Page 17: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/17.jpg)
MySalesDialer also Provides Calling from ‘Skype’. On selecting “Skype Dialer”, Skype users can call from there account.
![Page 18: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/18.jpg)
Admin login for MyalesDialer.com
![Page 19: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/19.jpg)
Account in Mysalesdialer.
![Page 20: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/20.jpg)
Features for Account Manager
![Page 21: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/21.jpg)
How to Register a new Agent in MySalesDialer.com
![Page 22: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/22.jpg)
A list of Registered Agent.
![Page 23: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/23.jpg)
Sending Contacts & Instructions to Field Agent.
![Page 24: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/24.jpg)
Agent's Reporting & Performance
![Page 25: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/25.jpg)
Download Agent’s data (Information & updates)
![Page 26: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/26.jpg)
Brief review of App icons. • My Contacts : Contains all Contact Lists.
• Add Contact : to add a new contact.• Export Feature : To Export file into SD
card.• Message Templates : To create SMS &
email templates.• My Custom List : Shows custom list
created.• Import Address Book : to sync with
address book.• Import CSV File : to import CSV File on
our app Contacts.• Reminders : to create reminders for
important calls. • MySalesDialer.Com Sync : to
synchronized with MySalesDialer.com• Geo Tracking : to track our Agent
location.
![Page 27: Best crm my salesdilaer](https://reader036.fdocuments.in/reader036/viewer/2022062707/5583889ed8b42aef748b5414/html5/thumbnails/27.jpg)
Brief review for “My Contacts” list.
• All Contacts : A grand list for all contacts .
• My Leads : A list of potential targets.
• My Client : A list of assigned Targets.
• My Prospects : A list of future targets.
• Create Custom List : Create Custom List a/c to your need.
• Manage Custom Lists : to manage custom lists.