The Run List Module allows your Mobileezy administrator to schedule pre-determined customer visits for field sales staff.
The runs appear on handheld or tablets in order of visit, making it simple for drivers to see where they are heading. Selecting a customer from the run list will trigger a sales transaction, thereby speeding up the sales process.
A visit transaction records when the customer was visited but no items were purchased. This enables administrators to monitor which customers have been missed in order to re-schedule or take alternative measures.
The Run List Module enables you to:
- Publish individual run lists to field sales’ handhelds
- Speed up sales transactions (click on a customer in the run list to quickly launch a sale transaction)
- Electronically record visit activity and access missed visit reports
- Create and manage run lists quickly and easily using a fortnightly run model, or use the advanced version to build run lists based on rules per customer
- Access two run-list-specific reports.