on 10-20-2014 8:44 AM
Dear All,
Please suggest the best practise regarding the procedure of "New customer".
Imagine the sales rep having an unplanned meeting with a prospect customer, and this prospect customer is not in the customers list in REX. Which should be the procedure for this scenario since the sales rep does not have the option of creating new customer in REX (android version at least).
BR,
E. Leondi
Hello Leondi,
Currently we do not support new customer creation for Android. But we have taken this requirement for our future release.
regards,
Swarna
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Hello Swarna,
Thank you for yr reply.
In IOS version the prospect is created and as long as synchronization the prospect disappears till a relationship "Has the employee responsible" has been added in this prospect from the backend personnel.
My question is: How should the "Search accounts" search criteria be filled by the backend personnel, in order to find ONLY the prospect customers without relationship (still unassigned)?
BR,
Elly
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