Creating JDQuotes for prospects (Mobile)

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Slide the screen to the right, tap the [+] Create Prospect button. Fill out the fields with the information you have. Select […] and choose JDQuote Enter in the JDQuote information and select create Save the prospect information

customertraxCreating JDQuotes for prospects (Mobile)

Creating a sales call for a prospect

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Slide the screen to the right, tap the [+] Create Prospect button. Fill out the fields with the information you have. Select […] to add a sales call Fill out the sales call information and save the sales call Save the prospect when complete.

customertraxCreating a sales call for a prospect

Creating Quotes (Mobile)

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Create JDQuote from Mobile App Add ‘New’ JDQuote From JDQuote group Anywhere there is a action menu (triple dots) On the JDQuote form Enter quote name. Everything else has smart defaults. Link in Account Equipment and Inventory (or if created from an Opportunity with items linked, they will copy over automatically) Click Create – Once created, a popup window will display …

customertraxCreating Quotes (Mobile)

View Quotes (Mobile)

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View Quotes from Mobile Any saved searches automatically display on mobile apps View from JD Quote group in Account or Opportunity customertraxQuoting on mobile05.15.2017 Leave a Reply

customertraxView Quotes (Mobile)

Update Existing Quote (Mobile)

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Update Existing Quote in Handle Mobile App Now you can update information on JDQuotes you just created or existing quotes you own that have been synced in to Handle. Expiration Date Owner (Sales Rep) Status Click on the blue Quote ID link to jump directly to the quote on JDQuote2 site.

customertraxUpdate Existing Quote (Mobile)

Update JDQuote details in Handle

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Now you can update information on JDQuotes you just created or existing quotes you own that have been synced in to Handle on desktop or mobile. Click on the blue Quote ID link to jump directly to the quote on JDQuote2 site. Review/edit from the account tab Search for the account Open the account file On the left side, select the …

customertraxUpdate JDQuote details in Handle

Reviewing/editing sales calls

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Review/edit from the account tab Search for the account Open the account file On the left side, select the sales call to open Edit information Save & Close Review/edit from Activity Reports Select the Activity tab Fill out the search criteria Entity type= Sales call Add additional filters for desired results Select search To easily access this report again, create …

customertraxReviewing/editing sales calls

Scheduling a follow-up call

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Scheduling a Sales Call for follow-up Calls are either ‘Open’ or ‘Completed’, indicated by the ‘Complete’ check box. Once a call has been marked Complete it cannot be modified. Leaving Calls open allows you to continue to add notes or reschedule to a later date. Note every touch point with a customer needs to be completed. You can continue to …

customertraxScheduling a follow-up call

Quickly add any activity

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The quickest way to add activity is by using the [+] button. The options listed here are configurable, due to that your screen may not exactly match any of the screenshots. Click here to see how to configure your options. Select the [+] button Select the entity you wish to add activity for

customertraxQuickly add any activity

Create quote from Opportunity/Account Screen

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Create from Opportunity / Account screens Open the Opportunity/Account Screen Select ‘New’ from JDQuote group JDQuote QuickAdd will popup Autofill – When creating a quote from an opportunity: Quote Name will pull from the Opportunity Title Linked Inventory and Trades will be attached automatically, along with the Opportunity from which it was created Default – Smart defaults are set on …

customertraxCreate quote from Opportunity/Account Screen