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sales-app:start [2020/12/15 13:55]
bartek
sales-app:start [2021/03/11 12:26] (current)
majkel
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 {{:sales-app:sales app logo.png|}} {{:sales-app:sales app logo.png|}}
-[{{ :sales-app:logging in page.png?200|Sales app logging in page}}]+
  
 ===== Introduction ===== ===== Introduction =====
 +
 +[{{ :sales-app:logging in page.png?200|Sales app logging in page}}]
  
 Leon **SALES MOBILE APP** has been created for smooth & fast managing of your BizAv sales.  Leon **SALES MOBILE APP** has been created for smooth & fast managing of your BizAv sales. 
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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 'Privileges' panel as per below screenshot. +In order to use the Sales app, user must be given access in the Leon 'Privileges' panel as per the 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.
  
-===== Editing quotes =====+---- 
 + 
 +===== Adding a quote ===== 
 +[{{ :sales-app:combo.png?150|Adding itinerary & PAX details to the quote}}] 
 +[{{ :sales-app:quote added.png?150|A quote added via Leon Sales app}}] 
 + 
 +To add a quote click an icon {{:sales-app:add quote icon 2.png?30|}} and fill in an upper part of the page with details: 
 + 
 +  * **Requested by** - a mandatory item - type first 3 letters of client's name or surname and Leon will suggest name/names (as long as the client has been added to Leon's clients' database).  
 +  * **Representative** - if a client or a company has assigned a representative/representatives in his Leon profile, type the first 3 letters of the client's name or surname and Leon will suggest name/names. 
 +  * **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/ADES** - type an airport code or its name and Leon will suggest airports to choose from. 
 +  * **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 {{:sales-app:new request icon.png?nolink|}} and with the client's name in bold, which will disappear if the quote has been edited & read or changed. 
 + 
 +{{:sales-app:bold unbld.png?nolink|}} 
 + 
 +------- 
 + 
 +===== Editing the Quote ===== 
 + 
 +==== ITINERARY ===
  
 [{{ :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:fees list.png?150|Quote'aircraft & airport fees}}]+[{{ :sales-app:edit quote.png?150|Editing quote'details}}]
  
-[{{ :sales-app:quote added.png?150|Editing quote'details}}]+[{{ :sales-app:fees list.png?150|Quote'aircraft & airport fees}}]
  
 [{{ :sales-app:chage status.png?150|Changing quote's status}}] [{{ :sales-app:chage status.png?150|Changing quote's status}}]
  
-Once the user has logged in, he can see the list of quotes. Each quote shows such details asclient's name & surname, quote's statusdate, route and PAX number. +Once the user has logged in, he can see the list of quotes. Each quote shows such details as the client's name & surname, quote's status and itinerary details: date, route and PAX number. 
  
 {{:sales-app:quote's details.png|}}  {{:sales-app:quote's details.png|}} 
  
-By clicking on the upper part of the tile, Leon will also show quote'schedule and airport names.+By clicking on the upper part of the tile, Leon will also show quote'departure and arrival LT times (with UTC time difference) and airports names.
  
 {{:sales-app:quote's schedule.png?373|}} {{:sales-app:quote's schedule.png?373|}}
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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's representative (if selected when adding a quote) and assignee's details. +Clicking on the lower part of the quote'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:quote's details 2.png?300|}}
  
   * **Aircraft reg number** {{:sales-app:acft reg.png?nolink|}}   * **Aircraft reg number** {{:sales-app:acft reg.png?nolink|}}
   * **Quote's price** {{:sales-app:price.png?nolink|}}   * **Quote's price** {{:sales-app:price.png?nolink|}}
-  * **Date & Route** {{:sales-app:date and route.png?nolink|}}+  * **Date & Route** {{:sales-app:date and route.png?nolink|}} 
   * **PAX number** {{:sales-app:pax number.png?nolink|}}   * **PAX number** {{:sales-app:pax number.png?nolink|}}
  
-Clicing on the **quote's price** opens a page with the **aircraft & airport fees** (previously defined in Leon's section Sales > Fees).+If there are a few quotes added and the user is swiping down to check details, buttons: 'Change status', 'Messages' & 'Add quote' are being rolled. 
 + 
 +{{:sales-app:folding buttons.png?nolink|}} 
 + 
 +Clicking on the quote's date or its route transfers to the page, where an aircraft can be changed as well as quote's schedule details, such as:  
 +**ADEP & ADES**, **Date**, **Departure & Arrival times**, ** Block & Flight time** and **PAX number**. 
 + 
 +------- 
 + 
 +==== QUOTE'S PRICE ==== 
 + 
 +Clicking on the **quote's price** {{:sales-app:price icon.png?100|}} opens a page with the **aircraft & airport fees** (previously defined in Leon's section Sales > Fees).
  
 Each fee can be edited and changed (which will update the total quote's price). Each fee can be edited and changed (which will update the total quote's price).
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 {{:sales-app:price per item.png?300|}} {{:sales-app:price per item.png?300|}}
  
-Clicking on quote's date or its route transfers to the page, where an aircraft can be changed as well as quote's schedule details, such as:  
- * **ADEP & ADES** 
- * **Date** 
- * **Departure & Arrival times** 
- * ** Block & Flight time** 
- * **PAX number** 
  
-It is also possible to delete a particular leg/legs of the quote's route by clicking the icon {{:sales-app:delete quote.png?20|}} however, deleting the quote is not possible. 
  
-Leon also allows to change quote's **status** - cilck the button {{:sales-app:change satus icon.png?nolink|}} and a new window will show, where it's possible to mark an appropriate status of the quote.+It is also possible to delete a particular leg/legs of the quote's route by clicking the icon {{:sales-app:delete quote.png?22|}} however, deleting the quote is not possible. 
 + 
 +Leon also allows to change quote's **status** - click the button {{:sales-app:change satus icon.png?120|}} and a new window will show, where it's possible to mark a selected status of the quote. The same can be achieved if you click quote's status on the blue bar {{:sales-app:change status 2.png?200|}} and the same window will show up. 
 + 
 +----- 
 + 
 +==== MESSAGES ==== 
 + 
 + 
 + 
 +Click a button {{:sales-app:messages icon.png?nolink|}} and Leon will show a dedicated window for exchanging messages with the client. 
 + 
 +There are **2** options available in 'Messages' window: 
 + 
 + {{:sales-app:reply to customer.png?nolink|}} 
 + 
 +In this panel you can select an **Email template** (which can be set up in a section Settings > [[leon:email-templates|EMAIL TEMPLATES]] > Sales Panel Message).  
 +[{{ :sales-app:reply to customer 2.png?150|Messages panel in Leon Sales app}}] 
 +{{:sales-app:email template selection.png?nolink|}} 
 + 
 +A field **To** will show the client's email address, or his representative's.  
 + 
 +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. 
 + 
 +{{:sales-app:email received.png?nolink|}} 
 + 
 +----- 
 +{{:sales-app:add message.png?nolink|}} 
 + 
 +This panel allows sending internal messages.  
 + 
 +{{:sales-app:add message window.png?nolink|}} 
 + 
 +Type a message in the window, click SEND and it will appear on the client's side. When the client replies, it will show straight away in the app. 
 + 
 +{{:sales-app:message sent.png?nolink|}} 
 + 
 +It is also possible to send a message **as a requester** - {{:sales-app:add message as requester.png?nolink|}} 
 + 
  
  
sales-app/start.1608040512.txt.gz · Last modified: 2020/12/15 13:55 by bartek