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New Customer Enquiry Layout For SalesPresenter

By 30th October 2018May 5th, 2022Information
New customer enquiry layout for SalesPresenter

New customer enquiry layout for SalesPresenter! These new features will help make your sales process easier and quicker.

Map Preview

Firstly, the map preview lets you see where your customers are located directly from the business card (top left). Clicking the map preview will allow you to view the map via the mapping tool on a full screen giving you a clear indication of where they are based.

New customer enquiry layout for SalesPresenter

Customer List

Having the capability to hide the customer list allows you more room to visualise historic customer information. You can still quickly and easily access the customer list by tapping the menu button in the top left of the screen. You can also access the map from the menu to see all your customers on the map at once.

Business Card

It’s easier to view your customer details with the new business card illustration of top-level contact details. Quicker visuals of the most important info. You can also access the editing buttons by tapping anywhere on the business card.

  • Company name
  • Address
  • Customers name
  • Contact customers directly from SalesPresenter
New customer enquiry layout for SalesPresenter

Order History and Backorders

Holding down order history or backorders will give the salesman the ability to filter the results by the chosen delivery address. Simply choose a delivery address and then tap and hold either Order History or Backorders (along the bottom of the screen) to give your chosen result.

Delivery Addresses

Finally, create orders from anywhere with delivery addresses on multiple pages. Located top right of each page and can hold more than one address for different locations.

New customer enquiry layout for SalesPresenter

You can check out the video below for a demonstration of the newly available tools. As always if you are an integrated customer you are welcome to contact our support team with any questions.

Ben Furby

Author Ben Furby

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