Agentdesks Mobile CRM Tutorial
HOW TO INVITE YOUR TEAM?
INVITE AGENT
Click on “Add Agent” to add another sales agent in your team.
Fill the name, email and mobile number of your team member to send an invitation.
INVITE AGENT FORM
HOW TO TRACK YOUR SALES TEAM?
CUSTOMER CHECK-INS
You or Your sales team can update your current location and name of the customer you are attending to.
You can click on their name from this drop down to track them and to find out which customer they are with.
TRACK AGENT STATUS & LOCATION
YOU HAVE CHECKED-IN
Your location and customer details will be updated.
HOW TO ADD CUSTOMERS?
Click on “Add Customer” in your “My Customer” page.
ADD CUSTOMER
Fill the name, email, mobile no and source of lead to add customer to your database.
FILL CUSTOMER FORM
You can also import customers from your phonebook by clicking on the name in my phonebook.
IMPORT CONTACT
In the customers page, you can add property requirements by clicking on the “+” sign.
ADD REQUIREMENTS
HOW TO MESSAGE (SMS/LIVE CHAT) YOUR
CUSTOMER?
You can send all your messages to customers through “SMS” in My Messages.
SMS YOUR CUSTOMER
You can respond to chat request from your website through “Live Chat”.
CHAT LIVE WITH CUSTOMERS
All messages will be stored for your reference later.
SEND SMS
HOW TO ADD ALL YOUR PROPERTIES?
Click on “Add Property” under “My Property”.
UPLOAD PROPERTY FOR INDIA
Choose between resale, rental or new projects before you can proceed.
SELECT PROPERTY TYPE FOR INDIA
Click on add property6 under “My Properties”
UPLOAD PROPERTYFOR
OTHER COUNTRIES
Choose between resale, rental before you can proceed.
SELECT PROPERTY TYPE FOR
OTHER COUNTRY
HOW TO SET APPOINTMENTS AND
REMINDERS?
Select “Appointment” option in any customer page.
SELECT APPOINTMENT
Add your next activity with the customer along with the date of appointment.
SAVE APPOINTMENT
You can view the next activity again in “Appointment” option in the customer page.
NEXT ACTIVITY DETAILS
Enter update on your current activity with the customer.
UPDATE ACTIVITY
ABOUT AGENTDESKS
To know More about agentdesks mobile CRM app or web App.
Visit: http://www.agentdesks.com
To download our free mobile app:https://play.google.com/store/apps/details?id=com.metroplots