User Tools

Site Tools


sales-app:start

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
Last revision Both sides next revision
sales-app:start [2020/12/21 09:27]
rafal
sales-app:start [2021/02/11 06:34]
bartek [Introduction]
Line 14: Line 14:
 In order to use Sales app, a user must be given access in Leon 'Privileges' panel as per below screenshot.  In order to use Sales app, a user must be given access in Leon 'Privileges' panel as per below screenshot. 
  
-{{:sales-app:sales app access setup.png|}}+{{:sales-app:privileges.png?nolink|}}
  
 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.
Line 49: Line 49:
 [{{ :sales-app:quotes list.png?150|The list of quotes in Leon Sales app}}] [{{ :sales-app:quotes list.png?150|The list of quotes in Leon Sales app}}]
  
-[{{ :sales-app:quote added.png?150|Editing quote's details}}]+[{{ :sales-app:edit quote.png?150|Editing quote's details}}]
  
 [{{ :sales-app:fees list.png?150|Quote's aircraft & airport fees}}] [{{ :sales-app:fees list.png?150|Quote's aircraft & airport fees}}]
Line 66: Line 66:
  
 Clicking on the lower part of the quote's tile transfers to a page where there are more details displayed, such as **Name & surname** of the client's representative (if selected when adding a quote) and **assignee's details**.  Clicking on the lower part of the quote's tile transfers to a page where there are more details displayed, such as **Name & surname** of the client's representative (if selected when adding a quote) and **assignee's details**. 
 +
 +It is possible to **assign/change** Requester/Representative/Assignee from quote editing section. 
 +
 +Simply click on one of the headers (e.g. {{:sales-app:requested by icon.png?nolink|}} icon if Requester is to be changed). In a pop-up window start typing the name of the new Requester/Representative/Assignee (minimum 3 letters) and select the name from the list. Press 'SAVE' to save changes.
 +
 +It is always possible to **change** the Requester, the Representative or the Assignee by clicking the {{:sales-app:editor.png?nolink|}} icon.
 +
 +{{:sales-app:change contact.png?nolink|}}
  
 Right below Leon shows **quote's details**, such as: Right below Leon shows **quote's details**, such as:
sales-app/start.txt · Last modified: 2021/03/11 12:26 by majkel