Module 4.3 viewing and converting prospective canvassed customers

By the end of this unit, you'll know how you'll be notified of newly canvassed customers, how to view them and follow up by either sending a quote or booking an appointment/job schedule.


MODULE 4 - CANVASSERS

4.3: viewing and converting prospective canvassed customers

Admins will receive an alert when a new canvassed customer has been saved. They can press in this to:

  • view the customer details,
  • add an appointment,
  • a quote or
  • a job

and once they have a booked in job, they disappear from the canvassing list on the canvasser role.


Squeegee Status
2022