SalesCompass for Pc

1. Create reports for any date range by simply specifying the number of days you want to include in your report, such as the last week (7 days) or the last year (365 days) and you can also choose which specific customer records in that date range you want in the report by Name, Address, Contact, Phone Number, URL, Note Title, or any data in the Notes.

2. View (in reverse date order) all your customer records or you can specify which records you want to view by Name, Address, Contact, Phone Number, URL, Note Title, or any data in the Notes.

3. A “Map Report” showing the selected records on a map, a “Daily Log Report” showing the Date, Time, Driving Distance, Name and Note Title for all the selected records and, a “Notes Report” showing the Date, Time, Visit Duration, Name, Note Title, and Notes for all selected records that have Notes.

4. Optionally, your can tap “Add Location” at any time and it will create a customer visit record for the current location.

5. If you have visited the location before, the app automatically updates the record with the Name, Address, Contact, and Phone Numbers.

6. If you have been to the location before, it updates the record with the Name, Address, Contact, and Phone Numbers.

7. Each record contains the Date, Time, Location, and Distance to the location from the start of the trip.

8. The app will automatically create customer visit records for each of your stops greater than 5 minutes along with the distance you have traveled from the start of your trip.

9. You can edit the customer’s Name, Contact, Phone Numbers, URL, and street address.

10. The app adds the Date & Time and Location.

11. Get Estimated Time of Arrival (ETA) and send message letting the customer know when you expect to arrive.

12. Liked SalesCompass? here are 5 Business apps like ADP Mobile Solutions; Microsoft Teams; Indeed Job Search; Zoom - One Platform to Connect; DoorDash - Dasher;