HandHeld Contact
Classic
First thing in the morning, he checks his schedule in HHC
He needs to travel to a customer site to do a presentation.
Tap on the 8:30 AM Meeting…
This bring him to Rhonda’s contact record
Tap on her name…
Tap on Rhonda’s address…
BOOM!
Tap start to navigate to Rhonda’s office…
After your meeting, he his back in his vehicle. Clearing the activity gives you a chance to record the details of the meeting…
This is done by VOICE DICTATION!
This step is optional but since you are here, why not?
Open your Sales Opportunity and pick the next stage. This will update your sales pipeline.