We are happy to finally release our first BETA version of our redesigned mobile app for iOS. We have been focused on stability and the function that our customers have been using the most in the old version.
The current version is a BETA version and we hope to get feedback from you to make it even better before we launch it to all of our customers. Down below I have compiled a list of function that we have today.
If you would like to be part of the test group of this version, please contact me on email@example.com
Features we support in the current BETA version:
By using the menu, you have access to reaching all the screens and functions. We have focused on developing the sales-part of Upsales.
In the quick search, you are able to search for following and be able to open the detailed screens of each item.
Company card & contact card
On the company card, you have an overview of the detailed data for each company, contact information i.e. phone number in order to call or send SMS and webpage, this will give you easy access if you need to contact them. We will display a map and addresses, contacts, activities, orders, and opportunities.
On the contact card, you have information about contacts company, fast accessible contact links, i.e. phone and email, activities, orders, and opportunities.
Appointment list and card
On this card, you will see when the appointment starts and ends, the location of the meeting, with whom and all the available notes. You have the possibility to close an appointment as well.
You are also able to filter on following:
- Appointment type
Activity list and card
In the activity card, you are able to open, edit and save notes. You are not able to edit anything else on the activity, but you have the possibility to delete and to cancel an activity.
You are also able to filter on following;
- Activity type
Pipeline and Sales overview
By using Pipeline, you will have a great overview of what you have in the pipeline and for each stage.
In Sales, you will have an overview of that deals are closed and by whom, you can select to filter by year or quartal.
Opportunity and order card
From the opportunity card, you can easily call, send an SMS or email your contact. Open the company card, check the stage information and check order information
In the order card, you will be able to see everything that opportunity card, beside from that the stage is 0% and 100%.
For now, we have only development notifications for sales, this is for both in-app notifications and also when the screen is locked. The information you will receive is the user, amount and the company.
Under your profile page, you can log out and find the contact information to our support. You can also upload a profile picture.
You will be able to login with 2FA if you have enabled it in settings in the web application.
If you have some questions, feedback or concerns, please contact me on following email firstname.lastname@example.org