Mobile BoxTop

Mobile BoxTop has been designed with the Sales Person in mind. You can access the sales menu while out on the road from any mobile device like a phone or tablet. This can be a iphone or android. Once logged in you can keep track of all your appointments and make notes after meetings. Use the activity menu to see details about clients before meetings and also use the Browse screen to search for customers that might be in the area you are visiting to make the most of your time

Once you login you will see the options below, click on the "Sales Actions" to see the outstanding actions/visits planed

Once in the screen you can select the period and status to search, then this will display a list

Click on the action to go into that action and then if all the details are completed you can click on the "Tel" to call the customer if you are using a phone, or click on the "Post Code" to open Maps and see the location.

After a meeting you can update the Outcome notes and save - this will instantly update BoxTop so colleagues in the office can see these details instead of having to wait. This is also great because you can make notes while they are fresh in your mind and don't have to waste a few hours when back in the office trying to write up notes

Below is the activity screen you can check over before you go into a meeting with a customer to get all the up to date information about, jobs, mode and job type.

Below is the Browse screen, here you can see a list of customers, use the "Address" box to type a part of a postcode and this will display all those customers - great if you are in a area and have some spare time.

also once you have found the customer you can click on View and then click on their Phone Number to call them instantly - or email them and also click on the Post Code to route to the customers address.