Mobile & Field Sales

Offline mode, check-ins & voice notes

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Check-ins Today

Voice Notes

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Today's Field Schedule

9:00 AM

TechCorp Inc

123 Market St

Demo

11:30 AM

GlobalSoft

456 Mission St

Discovery

2:00 PM

StartupXYZ

789 Howard St

Follow-up

4:30 PM

Enterprise Co

321 Pine St

Contract

Recent Check-ins

123 Market St, San Francisco, CA

Product Demo

Completed

Great meeting! Prospect very interested.

5:28:39 PM1 photos

456 Howard St, San Francisco, CA

Contract Negotiation

Completed

Final terms agreed upon.

2:28:39 PM

789 Mission St, San Francisco, CA

Initial Discovery

In Progress

7:28:39 PM

Voice Notes

Positive meeting, follow up on enterprise pricing

45s • 4:28:39 PM

Transcribed

"Meeting with TechCorp went really well. They're interested in the enterprise plan. Need to follow up with pricing by Friday."

Action Items:

Send enterprise pricingSchedule follow-up call

Demo complete, integration demo needed

62s • 1:28:39 PM

Transcribed

"Just finished the GlobalCorp demo. They want to see integration capabilities next week."

Action Items:

Prepare integration demoBook meeting for next week

Mobile Forms

Site Visit Report

Document on-site customer visits

5 fields

156 submissionsLast used: 5:28:39 PM

Quick Lead Capture

Capture leads on the go

4 fields

89 submissionsLast used: 6:58:39 PM

Meeting Notes

Capture meeting outcomes

4 fields

234 submissionsLast used: 3:28:39 PM