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sales-app:start [2020/12/16 09:30] bartek [MESSAGES] |
sales-app:start [2021/02/11 06:34] bartek [Introduction] |
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The app can be downloaded for **free** and is available for **iOS** and **Android** device users. In the App store type in 'Leon Sales' in the search box and install the application. | The app can be downloaded for **free** and is available for **iOS** and **Android** device users. In the App store type in 'Leon Sales' in the search box and install the application. | ||
- | In order to use Sales app, user must be given an access in Leon ' | + | In order to use Sales app, a user must be given access in Leon ' |
- | {{: | + | {{: |
Logging in credentials are **the same** as for the web-version of Leon. | Logging in credentials are **the same** as for the web-version of Leon. | ||
---- | ---- | ||
+ | |||
+ | ===== Adding a quote ===== | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | |||
+ | To add a quote click an icon {{: | ||
+ | |||
+ | * **Requested by** - a mandatory item - type first 3 letters of client' | ||
+ | * **Representative** - if a client or a company has assigned a representative/ | ||
+ | * **Min. category** - a mandatory item - select an aircraft category from the list displayed in the app and save. | ||
+ | * **Aircraft** - select an aircraft from the list and save. | ||
+ | |||
+ | The lower part of the page has to be filed in with itinerary details, including PAX number. | ||
+ | * **ADEP/ | ||
+ | * **Date** - select a date from the calendar. | ||
+ | * **Departure** - select departure time from the clock. | ||
+ | * **PAX** - type the number of passengers. | ||
+ | |||
+ | Once the quote has been added, it will show up on top of the quotes list with the status {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ------- | ||
===== Editing the Quote ===== | ===== Editing the Quote ===== | ||
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[{{ : | [{{ : | ||
- | [{{ : | + | [{{ :sales-app:edit quote.png? |
[{{ : | [{{ : | ||
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[{{ : | [{{ : | ||
- | Once the user has logged in, he can see the list of quotes. Each quote shows such details as: client' | + | Once the user has logged in, he can see the list of quotes. Each quote shows such details as the client' |
{{: | {{: | ||
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- | Clicking on the lower part of the tile transfers to a page where there are more details displayed, such as: name & surname of the client' | + | Clicking on the lower part of the quote' |
+ | |||
+ | It is possible to **assign/ | ||
+ | |||
+ | Simply click on one of the headers (e.g. {{: | ||
+ | |||
+ | It is always possible to **change** the Requester, the Representative or the Assignee by clicking the {{: | ||
+ | |||
+ | {{: | ||
Right below Leon shows **quote' | Right below Leon shows **quote' | ||
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* **Date & Route** {{: | * **Date & Route** {{: | ||
* **PAX number** {{: | * **PAX number** {{: | ||
+ | |||
+ | If there are a few quotes added and the user is swiping down to check details, buttons: ' | ||
+ | |||
+ | {{: | ||
Clicking on quote' | Clicking on quote' | ||
**ADEP & ADES**, **Date**, **Departure & Arrival times**, ** Block & Flight time** and **PAX number**. | **ADEP & ADES**, **Date**, **Departure & Arrival times**, ** Block & Flight time** and **PAX number**. | ||
+ | |||
+ | ------- | ||
==== QUOTE' | ==== QUOTE' | ||
- | Clicing on the **quote' | + | Clicing on the **quote' |
Each fee can be edited and changed (which will update the total quote' | Each fee can be edited and changed (which will update the total quote' | ||
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- | It is also possible to delete a particular leg/legs of the quote' | + | It is also possible to delete a particular leg/legs of the quote' |
- | Leon also allows to change quote' | + | Leon also allows to change quote' |
----- | ----- | ||
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| | ||
- | In this panel you can select an **Email template** (which can be set up in a section Settings > Email Templates | + | In this panel you can select an **Email template** (which can be set up in a section Settings > [[leon: |
[{{ : | [{{ : | ||
{{: | {{: | ||
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A field **To** will show client' | A field **To** will show client' | ||
- | The other fields such as: **From**, **Reply to**, Subject and Message will show pre-defined email adresses, email subject and email body. | + | The other fields such as **From**, **Reply to**, Subject and Message will show pre-defined email addresses, email subject and email body. |
Once the email has been sent out, it will appear in the app as on the screenshot below. | Once the email has been sent out, it will appear in the app as on the screenshot below. | ||
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{{: | {{: | ||
- | Type a message in the window, click SEND and it will appear on client' | + | Type a message in the window, click SEND and it will appear on client' |
{{: | {{: | ||
- | It is also possible to send a message **as a requester** - click on a dot to do that {{: | + | It is also possible to send a message **as a requester** - {{: |