Opmetrix Mobile App (Field User Help) | Opmetrix Help Centre

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Opmetrix Mobile App (Field User Help)

Opmetrix Mobile App (Field User Help)

Help for field users using the Opmetrix App

Getting Started 1 - Download the App and Logging In

Creating Prospects

Contact Us - How to Get Help and Support

Synchronising - Syncing the App

Enable Auto Sync From the App

Getting Started 2 - Using the Opmetrix App

Workday Overview

Field User (App) Workday Entry

Field User (App) Workday Help

Field User (App) Mileage Entry

Opmetrix Team Manual (for Smartphones)

Alerts and Notifications

Handy Tips for Searching

Customer Search

Postcode and Address Searches

Customer Sorting

Customer Filters

Text Searching - Products, Customers and Call Notes

Search and Filter Calling Card Notes

Clearing Search Filters

CRM - Contacts, Calling Cards, Documents

Smart Route - Route Optimisation and Planning

Customer Calling Cards

Save Photos to Camera Roll/Gallery

Call Visit Timer

History - View All CRM History

Rescheduling Calls in the Opmetrix App

Calendar Link / Synchronization (iCal)

Configuration Options for Stop Credit

Access Offline Documents

Access More Customer Sales History When Online

Pin Call Notes to Keep Track of Important Customer Notes

Access More Customer Call Note History When Online

Sales Module - Entering Transactions, Product Catalogues and Sales History

Product Catalogue & List

Sales Templates

Using Branches/Warehouse

Selling Kitsets in the Opmetrix App

Out Of Stock/Low Stock Indicators

Transaction Order Actions

Entering Payments and Processing Credit Cards Online

Payments Module - Basic

Setup Safe in-Store Pass (New Zealand)

Activate Safe In-Store Pass (SISP) in Opmetrix Team App

Activate Safe In-Store Pass (SISP) in Opmetrix Tablet App