Users can add any place (customer location) via WorkMate. This feature allows the device user to create a customer’s location on the map. On visiting a dealer for the first time, the executive will tap on “<Briefcase icon>”
Users can select the customer location by using Map section. Post selection app will capture the Geo Coordinates and address field will get automatically filled (provided internet connectivity is available). Users can fill all other relevant details (like Contact details, Place type etc.) corresponding to the location.
- Tap on “Add a new Client” icon present on home screen.
2. Fill the relevant details of the partner.
3. Use the map section (via Navigation icon) to select the customer location.
4. Tap on Done button.