Page 36 - Sales Mobility eBook Training Deck
P. 36
How to attach 1 Task to Multiple Customers
1 Tap on the Red Briefcase -> Tools -> Add 1
Task 3
OR
2 Start the Call->Tap on Add Task
3 Tap on Add More Customers
4 Customer selected in Call Cycle screen will
already been ticked. You can scroll and tap
on any Customer to select it. A red tick will
appear next to the Customer’s Name
5
5 Tap in the Search bar and start
typing in either the Customer #
or Name
