FAQ

How to update meeting analysis or capture activity details?
This feature allows you to directly update the analysis of your meeting instantly after the meeting so that you don’t have to remember anything afterwards a...
Thu, 31 May, 2018 at 5:48 PM
How to view the reports of your dynamic form? (only a super admin feature)
(MOBILE FLOW) Step 1:  Go to ‘My forms’. Step 2:  Click on view stats of the form. Step 3:  Click on mail icon on the top right cor...
Thu, 31 May, 2018 at 5:51 PM
How to create a visit form? (only a super admin feature)
Visit forms are the forms which can be used when you visit a client to get some useful information through that form. (MOBILE FLOW) Step 1:  G...
Thu, 31 May, 2018 at 5:54 PM
How to view the statistics of your visit forms? (only a super admin feature)
Step 1:  Go to ‘visit forms’. Step 2:  Click on ‘view stats’ for the form you want to see.
Fri, 25 May, 2018 at 11:26 AM
How to view the report of your visit forms? (only a super admin feature)
Step 1:  Go to ‘visit forms’. Step 2:  Click on view stats of the form. Step 3:  Click on mail icon on the top right corner. S...
Fri, 25 May, 2018 at 10:52 AM
How to assign a task?
Task can be assigned directly through this app. It can be related to client meeting or any general task in the organization. (MOBILE FLOW) Ste...
Thu, 31 May, 2018 at 5:57 PM
How to view your tasks?
Keeping track of the tasks you are assigned can be a cumbersome task. Task management feature lets you assign tasks to your subordinates and track them to m...
Thu, 31 May, 2018 at 6:00 PM
How to view your activities?
(MOBILE FLOW) Step 1:  Go to ‘My Activities’. Step 2:  Here, you can see both the upcoming activities and previous activities.
Thu, 31 May, 2018 at 6:12 PM
How to place order?
When your sales force goes to field, they can also place the orders of any product directly in the field, know the total  bill and update instantly in the ...
Fri, 25 May, 2018 at 10:57 AM
How to view your order?
(MOBILE FLOW) Step 1:  Go to ‘My order’. Step 2:  From the list of different orders, select the order of which you want to see the deta...
Thu, 31 May, 2018 at 1:49 PM