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sales-app:start [2020/12/19 10:15] bartek |
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 ' | + | In order to use the Sales app, a user must be given access in the 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. | ||
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To add a quote click an icon {{: | To add a quote click an icon {{: | ||
- | * **Requested by** - a manadatory | + | * **Requested by** - a mandatory |
- | * **Representative** - if a client or a company has assigned a representative/ | + | * **Representative** - if a client or a company has assigned a representative/ |
- | * **Min. category** - a manadatory | + | * **Min. category** - a mandatory |
* **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 {{: | + | Once the quote has been added, it will show up on top of the quotes list with the status {{: |
{{: | {{: | ||
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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 quote' | + | 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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{{: | {{: | ||
- | Clicking on quote' | + | Clicking on the 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**. | ||
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==== QUOTE' | ==== QUOTE' | ||
- | Clicing | + | Clicking |
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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{{: | {{: | ||
- | A field **To** will show client' | + | A field **To** will show the 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 the client' |
{{: | {{: |