EV Sales Person Diary
Hindi Video Tutorial - EV Sales Person Diary
EV Salesperson Diary
EV Salesperson Diary
OVERVIEW
EV Salesperson diary allows user to write
day-to-day activities, schedule, and tasks related to work. It also enables
viewing subordinate activities for better understanding of their schedules.
The EV Salesperson Diary is a calendar-based CRM reporting screen that displays and monitors daily, weekly, and monthly activities of EV salespersons, including planned vs actual activities, follow-ups, meetings, test drives, and lead conversion efforts.
The EV Salesperson Diary is a calendar-based CRM reporting screen that displays and monitors daily, weekly, and monthly activities of EV salespersons, including planned vs actual activities, follow-ups, meetings, test drives, and lead conversion efforts.
Process Flow to Access EV Salesperson Diary
Go to Electric Vehicle module → Vehicle →
Planning → CRM → EV Salesperson Diary.
Diary Filters and Data Retrieval
Select the company from dropdown.
Select the branch.
Select salesperson and status.
Select the date range and click on Get Data.
Select the branch.
Select salesperson and status.
Select the date range and click on Get Data.
Example Schedule View
In this example, salesperson Vishnu has two
upcoming tasks scheduled for June 11 and June 12 under the Schedule status.
Select company, branch, salesperson, status, date range, and click on Get Data.
Thank You!
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