Release Notes 2.5

Modified on Wed, 02 Jan 2019 at 03:31 PM

Retailer / Customer Discovery:

Customer Discovery is available for Sales Rep also with the ability to filter and target the next visit.

Retailer / Customer Notes:

Managers and Field users can add meeting notes / visit notes. To help them sync with earlier conversations with customers.

Retailer / Customer Lead Management:

This is an optional yet powerful feature where you would be managing the life cycle of your lead and track their cycle.

Retailer / Customer Schedule Visits:

Managers and Field users would be able to schedule their visit on selected customer. This can work in parallel with “BeatPlan”. A whole schedule will be available under ‘My Schedule’.

Misc fixes:

  1. Issue in listing newly created and updated retailers / customers.
  2. Secondary Order 'Info band' was not working in some cases.
  3. Order Remarks field in 'My Activity' and 'Retailer History'.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article