Have you are already registered with SalesTool and installed the app on your iPad or iPhone?
Then follow the instructions for the SalesTool-Exam.
2. User Profile
In “me” on the dashboard screen complete the user profile with your data such as name, telephone number,… In addition, you can add a photo of yourself. Press on company data and complete the address according to the next step. If necessary you can also change your password in the user profile.
Notes: Open a video with a click on the photo!
Complete your organization data with company name and company address (street, house number, zip code, city) as well as the internet address.
Then go back and save your user profile.
Notes: The data from the user profile is printed on your reports. Open a video with a click on the photo!
Under “Customers” you can either import your contacts from the address book or create them manually in the app. Contacts with the same company name are combined into one customer.
Notes: The import of your contacts from the address book is not done automatically and requires your consent. If there is a new contact on your device, the import must be repeated. Open a video with a click on the photo!
7. Create reports
Create your first conversation notes, visit reports or journals by clicking the + button. Then you can select the type of report.
8. Collect data
Select your customer, record the participants and set up the mailing list (internal mailing list as option). The participants are the people who are present in the meeting and in the mailing list those persons are selected who receive the report as a PDF. An internal mailing list can be chosen for a restricted group of people. These also receive the internal meeting topics in the report. The selection is made via the + buttons on the right side. The customer contacts, the SalesTool users, the own company and the teams are listed. You can access all your contacts in addition.
9. Meeting points
Meeting points include a title and the text part. A choice can be made between an internal or external meeting point. Internal meeting points are only for internal mailing list. Add your attachments as PDFs, drawings, or photos directly to the meeting points. Tasks can be created for each meeting point.
10. Create and assign tasks
One or more tasks can be added to each meeting point by the + button. In the task you complete the title, text, the due date and the assignment to the responsible editor. Either a contact of your customer or all contacts can be selected as the editor. Add your attachments as PDFs, drawings, or photos directly to the task.
11. Share your report
The finished report is distributed with the action icon. If the internal mailing list is selected, internal meeting points will also be included in the report. Then the report can be sent as a PDF file by e-mail or printed. The e-mail addresses are filled in automatically.