Have you already complete the SalesTool-Tour with the most important functions?
Then you get to know the individual functions of SalesTool in detail!
1. Add attachment
With the + button, you can add attachments in the form of PDFs, drawings or photos to any meeting point or task. Use your photo library or the camera on your mobile device for the photos. The drawings in the attachments can be sketched directly with the Apple Pencil or with the touch.
The attachments can be edited as follows:
- “Eye” (bottom left): If the eye is crossed out, the attachment is not shown in the report
- “Edit” (top left): Attachments can be edited with the Apple Pencil or with the Touch.
- “Delete” (top right): delete attachments.
Insert PDF files as an attachment:
The selected PDF is opened in “Copy in SalesTool Mobile” and in the SalesTool directly in the meeting point or task with the icon. PDFs are displayed in the last page of the report.
The new task is created on the + button. The tasks can be filtered by the due date (All, Today, +7 days). Also a search function is available. The task was completed by the “green circle” and marked with a high priority with a star. Only completed tasks are displayed by pressing the symbol at the top left.
By assigning a task to one of your contacts, it will either be sent by e-mail or optionally as a Microsoft Outlook task. The sales people have the ability to complete tasks in the app while the back office staff sets tasks to done either by email or optionally directly in Microsoft Outlook.To complete the tasks in Microsoft Outlook (prerequisite Microsoft Office 365) the access for SalesTool must be unlocked – for more information, please contact us at email@example.com. The task is only sent to persons who have a SalesTool account.
3. Select the customer automatically
The customer can be proposed automatically by the customer address and your current location. This feature can be turned on or off in the User Profile under reports / tasks.
4. Report copy/ archive/ delete
You can copy the listed reports to the right by swiping. When swiping to the left, you can archive or delete the report. Use the search function or select a different sorting of the reports (by date, customer, type). The display of completed reports is possible with the icon at the top left.
5. Email text for share report
A personalized email text can be specified in the user profile under “reports / tasks”.
6. Internal and external topics
A topic within a report can be marked as internal or external. Internal topics are only visible to a restricted mailing list and are also visually highlighted. The change from external to internal is made easily by a switch and marked in red. These points are only included in the PDF for the internal mailing list.
Use the + button to either import contacts from your address book or create contacts manually in the app. The import of the contacts does not happen automatically and must be repeated with a new contact.
Contacts with the same company name are combined to a customer.
8. Change the order of the meeting points
The order of meeting points can be changed by “drap and drop”. Press the highlighted icon and move the meeting point up or down.
9. Use of shortcuts
SalesTool supports the following keyboard shortcuts:
- Cancel ⌘ B
- Delete ⌘ L
- Save ⌘ S
- Internal Topic ⌘ I
- New Report ⌘ N
- Topic Templates ⌘ T
- Pick Task Templates ⌘ G
- Add Attachment ⌘ M
- New Task ⌘ J
You can see the available shortcuts by pressing the “Command” button on your Smart Keyboard.
In the left column of the “reports” you can define the meeting and task templates. For a meeting point template enter the title, text and the internal meeting point indicator. You can also add tasks to the template. Complete the topic and the text for a task.
These templates can then be pasted into the visit report or meeting point with the icon to the left of “save”. You can also select several templates.