The Sales Rep also has access to collateral, presentation material that might be useful when presenting to a customer.
How to view collateral?
Viewing this collateral, which varies between campaigns, can be accessed by tapping on the listed material on the Customer Interaction screen.
GeoSales supports the ability to upload support documents needed by the Sales Rep during their presentation. Read more about collateral upload guidelines here.
Documents may be scrolled through and will contain a variety of reference material including rate plans, static images, marketing material utilized by the client company for current promotions.
The video below will show you how to view collateral using iPad.
Collateral can be uploaded in the console. Click here to view how to upload collateral.
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