Whether you are a member of a mobile sales team that collects orders from the field, need to check your notes before walking into a customer meeting, or simply want to see what your team is working on while you are away from your desk, you will want full access to everything TeamGram has to offer.
With TeamGram’s mobile apps for Android and iOS, you will be able to do nearly everything you can do with a desktop browser, and more:
TeamGram will send you mobile notification messages for important updates like new orders, notes, task assignments, etc. Swipe or touch the notification message to go directly to the right place in TeamGram to view details.
Create mobile orders
In TeamGram’s mobile apps, orders work just like they do in a browser. It is an extremely flexible, yet very low cost sales automation tool for mobile teams.
View file attachments
TeamGram’s mobile apps can open almost any type of attachment you can add to a note: Word, Excel, Powerpoint, PDF, photos…
Mark locations in notes
You can easily add your location to a note you write on a mobile app. Simply click on the location icon before saving it. Or enable the “Add location to notes” switch in settings to do it automatically for all of your notes.
This is a great tool for mobile teams to report their locations.
Navigate to customers
Click on the address field of a customer or contact to see it on a map, get directions, and travel time estimates.
Automatically log incoming calls (Android only)
If you receive a phone call from a number TeamGram recognizes as one of your customers or contacts, a note will be automatically generated after the call. Enable inbound call logging in settings of your mobile app to use this feature.
Congratulations! You are now a master of selling with TeamGram.
Why not move on to the next section and learn about managing tasks?
Next Topic: Task Management Overview