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sales-app:start [2020/12/16 13:56]
bartek [MESSAGES]
sales-app:start [2021/03/11 12:26] (current)
majkel
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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.
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 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: 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 manadatory 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).  +  * **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 clientsdatabase).  
-  * **Representative** - if a client or a company has assigned a representative/representatives in his Leon profile, type first 3 letters of client's name or surname and Leon will suggest name/names. +  * **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 manadatory item - select an aircraft category from the list displayed in the app and save.+  * **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.   * **Aircraft** - select an aircraft from the list and save.
  
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   * **PAX** - type the number of passengers.   * **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 ifthe quote has been edited & read or changed.+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|}} {{:sales-app:bold unbld.png?nolink|}}
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 [{{ :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}}]
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 [{{ :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 status and itinerary details: date, 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|}} 
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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:
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   * **PAX number** {{:sales-app:pax number.png?nolink|}}   * **PAX number** {{:sales-app:pax number.png?nolink|}}
  
-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: +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**. **ADEP & ADES**, **Date**, **Departure & Arrival times**, ** Block & Flight time** and **PAX number**.
 +
 +-------
  
 ==== QUOTE'S PRICE ==== ==== QUOTE'S PRICE ====
  
-Clicing 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).+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:email template selection.png?nolink|}} {{:sales-app:email template selection.png?nolink|}}
  
-A field **To** will show client's email address, or his representative's. +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 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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 {{:sales-app:add message window.png?nolink|}} {{:sales-app:add message window.png?nolink|}}
  
-Type a message in the window, click SEND and it will appear on client's side. When client replies, it will show straight away in the app.+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|}} {{:sales-app:message sent.png?nolink|}}
sales-app/start.1608126980.txt.gz · Last modified: 2020/12/16 13:56 by bartek