Beat Planner in Mobile
Beat Planner facilitates you to view all your customers instantly.Take a glance of all nearby customers so you may plan your visit to all of them. This eradicates skipping any of your customers.
Let's see how you can use this feature in Mobile app :
1. On the Mobile dashboard, Planner icon appears on top right hand side, tap on this icon
2. List of all customers mapped with you appears.
3. You will be able to see "Last Visit Done" to the customer / Avg Order Amount / Avg Order Count (as per priority defined from web console)
4. Tap on any customer and perform multiple activities like directly call customer, send text message, send message on Whatsapp, directly create new task
Beat Plan is a one stop view for all your customers, which helps saves your time and enhance efficiency.