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Courses — Appmint Mobile

Appmint Mobile for sales: leads, phone, workflow, meetings and follow-up

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Video chapters
  1. 0:00 Welcome
  2. 0:26 How a lead moves from first visit to won
  3. 0:48 1 · The field sales phone: explained
  4. 1:07 1 · The field sales phone — the Field sales layout, and a lead captured on the spot
  5. 1:54 2 · Calls and texts: explained
  6. 2:06 2 · Calls and texts — call or text the lead from the app
  7. 2:27 3 · The sales workflow: explained
  8. 2:43 3 · The sales workflow — move the lead through the sales stages
  9. 2:59 3 · The sales workflow — see the contact's history
  10. 3:19 4 · Calendar and field appointments: explained
  11. 3:36 4 · Calendar and field appointments — the day's appointments in the Calendar
  12. 3:47 4 · Calendar and field appointments — book a field appointment
  13. 4:10 5 · Follow-up and the win: explained
  14. 4:26 5 · Follow-up and the win — set the follow-up task, and complete a task
  15. 4:47 5 · Follow-up and the win — win the deal: the lead becomes a customer
  16. 5:00 Wrap-up

Written guide

The written course is not yet available. The scope below is an outline.

  • Capture a lead on the spot
  • Call or text the lead from the app
  • Move the lead through your sales workflow stages
  • See the contact's history
  • See the day's meetings and appointments in the Calendar
  • Book a meeting or field appointment
  • Set the follow-up task and complete it
  • Win the deal and convert the lead to a customer

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