Page 164 - Sales Mobility eBook Training Deck
P. 164
How to Search for a Customer
1 Tap on the Menu Bar
2 This will take you back to the Main Menu 3
3 In the Search Bar enter your search criteria
It will display all Customers with the search criteria
you have entered
4 You can filter this more by entering more information
5 Tap on the Customer that you have searched for to 5
see more information
Other Functionality
Map Search – Find customer on map and start the audit
Change Route
Sync Status – displays the last time your app updated,
allows you to complete a manual sync and shows any
audits that haven't been sent
Support - Shows your name, current version of app,
allows you to manually log out
