Marking units sold on mobile

customertrax 1. Handle CRM 1.0, x. Uncategorized

Place units on Hold or mark as sold directly from your mobile device. Rules can be put in place to set timers and additional configuration can be done to capture specific details (details here).

  1. Open the stock unit and tap the ‘Usage’ field.
  2. Change to ‘Sold’
  3. Tap ‘Set’
  4. Fill in additional capture fields (optional). This screen will match the pop up on the desktop version. It is customizable to fit your process. If available Sales Person name will auto-populate.


customertraxMarking units sold on mobile