best crm my salesdilaer

Post on 19-Jun-2015

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This is the main screen of our app.

How to add a contact in contact list.

Tap on the “Add Contact” Icon.

Attributes for Add Contact.

This Drop Down list will ask to choose the contact type .

Create a Custom list

• Create Custom List according to own criteria.

Tap on Create Custom List.

Give Conditions For Criteria.1st conditions list

2nd condition list.

Custom Contacts Icon shows created custom list.

Create Email & SMS templates with message templates icon.

For Example managing an Email Template.

How to Sync mobile device with MySalesDialer Dashboard.

After taping on Login Button , you can sync with MySalesDialer.com

Type verification code received via SMS

Taping on “Locate Me” icon, we can track our position and report it to dashboard.

Tap and report location.

Export feature to export contacts to external storage.

Import feature will ask where to import data on Device.

Sync with Address Book feature is for synchronize device contacts with App.

This drop down list will ask to choose contact type.

Choose a list to start Calling.

For eg..here we are choosing Contacts list to call.

On Taping “Menu button” several option will be open to start calling.

“More Option” features.

MySalesDialer also Provides Calling from ‘Skype’. On selecting “Skype Dialer”, Skype users can call from there account.

Admin login for MyalesDialer.com

Account in Mysalesdialer.

Features for Account Manager

How to Register a new Agent in MySalesDialer.com

A list of Registered Agent.

Sending Contacts & Instructions to Field Agent.

Agent's Reporting & Performance

Download Agent’s data (Information & updates)

Brief review of App icons. • My Contacts : Contains all Contact Lists.

• Add Contact : to add a new contact.• Export Feature : To Export file into SD

card.• Message Templates : To create SMS &

email templates.• My Custom List : Shows custom list

created.• Import Address Book : to sync with

address book.• Import CSV File : to import CSV File on

our app Contacts.• Reminders : to create reminders for

important calls. • MySalesDialer.Com Sync : to

synchronized with MySalesDialer.com• Geo Tracking : to track our Agent

location.

Brief review for “My Contacts” list.

• All Contacts : A grand list for all contacts .

• My Leads : A list of potential targets.

• My Client : A list of assigned Targets.

• My Prospects : A list of future targets.

• Create Custom List : Create Custom List a/c to your need.

• Manage Custom Lists : to manage custom lists.

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