Preeyya Tarisini

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Activity overview

Latest activity by Preeyya Tarisini
  • Preeyya Tarisini created an article,

    3. Main Lead Listing

    3.1 Follow-up leads- Under follow-ups, there are three main lead listing which categorized as overdue leads, upcoming lead and today's lead.3.1.1 OverdueThe total number of overdue lead will be sho...

  • Preeyya Tarisini created an article,

    5.2 Taking an action

    5.2 Updating Lead Status with Call, SMS and Tag Functions- Once call/SMS/Tag function made to the lead, the action status will pop out.   - Click on the respective action status to update the lead....

  • Preeyya Tarisini created an article,

    4.1 Lead Information

    The salesperson can view the lead information from the lead screen page of the mobile app.Steps on how to view the lead information through the app.1. Search for the lead details either by Name, Em...

  • Preeyya Tarisini created an article,

    1. General

    1.1 How To Login To Manager Portal1.1.1 Steps to login?1. Login to https://manager.v3.salescandy.com/ 2. Key in the registered contact number and select 'Next'. 3. Wait for the OTP pin number. 4. K...

  • Preeyya Tarisini created an article,

    4.9 How To Edit Existing Lead Details in Mobile App

    4.9 Editing Lead Details.The salesperson can edit existing lead details from mobile app and Managers can edit through mobile app and Manager Portal.Only name, email and phone number details can be ...

  • Preeyya Tarisini created an article,

    4.8 Add to Contacts

    How to save the lead contact number in your phone contacts    ∙  Select the lead name, then click on the top right of the icon and select the add to contact column.   ∙  Then, the salesperson can s...

  • Preeyya Tarisini created an article,

    4.6 Transfer

    Transferring leadThe salesperson can transfer their lead to another salesperson within the same projects, sales team or specific salesperson. Steps to transfer a lead through the SalesCandy app.1. ...

  • Preeyya Tarisini created an article,

    4.5 Action Button

    Action ButtonThe salesperson can update the lead from the action button once they have received a new lead or existing leads.Calls- The salesperson can make a call from this action button to a vali...

  • Preeyya Tarisini created an article,

    4.3 Action Log

    Action Log- All the actions made for the respective leads, such as editing lead details, any action made to the lead, change follow-up date for the lead, will be captured in the action log of the l...

  • Preeyya Tarisini created an article,

    4.2 Details

     4.2 DetailsCounter Action BoxCalls - The total number of calls made by the salesperson to the leads.SMS- The total SMS as the action was taken by the salesperson to the leads.Meetup- The total mee...