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Genero Sales

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26 results found

  1. How can the sales reps see comments they made in the last visit, when they do next visit

    My Salesreps make notes in all visits, and they would like to have this as a reminder in the next visit to the same store. Why is it necessary to book this in the to do column.?

    1 vote

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    under review  ·  3 comments  ·  Admin →
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  2. A way to categorize appointments in "Telesälj"

    A way to categorize appointments in "Telesälj", (besides by time). I want to be able to color code or something similar for important calls, new customers, and those I can call when time permits

    1 vote

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    0 comments  ·  Admin →
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  3. Flytta flera besök på dagen i kalendern samtidigt via drag and drop

    Möjlighet att markera flera besök på dagen i kalendern och flytta dessa via drag n drop funktionen i Striker.

    1 vote

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    0 comments  ·  Other Products  ·  Admin →
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  4. Purchaser availability for optimal routeplanning.

    Upgrade "Purchaser" to mark 3-4 timeblock / day suitable for visits. Use that info when planning a visit. I.E. "only 2 of 3 of you purchasers are availabel that time you plan your visit. Is that ok? Yes/no. Etc. Effect: Better planning and visit performance!

    1 vote

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    under review  ·  1 comment  ·  Admin →
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  5. Add tags to products

    Add the possibility to add tags to products for easier filtering among products that might have complex structures.

    Today there are product groups, for example “fruit” that potentially contain a whole lot of products (and/or a whole lot of product groups). This makes it difficult and time consuming to overview and navigate. It would be convenient to be able to add tags like “apples”, “green”, “ecological”, “assortment 1” and so on on the products to be able to drill down on what ecological green apples are in assortment 1.

    The purpose is to simplify for users with lots of products…

    1 vote

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  6. Control the possibility to set the appointment type on appointment

    The backoffice wants to be able to control users to only be able to set the appointment type on an appointment once they have booked an upcoming appointment with the customer.

    1 vote

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