You can save a quote template on a flobot to use in the future. Now quote template can be categorized. All the quote templates are already in the default category. you can customize it. Firstly you should add quote categories Log to Flobot and go to settingsSelect the templates tab and click the Quote template category listThen click the right side corner burger button to add a new categ...
You can book a FTM time slot from the Flobot web or Flobot app.
How to book a slot from flobot web
- Log into flobot web and go to field resources.
- Select any field team member you wish to book a slot for
- Then click the right side burger button and choose the book/unbook misc slots.
- Now you can tick any slot and give a purpose and reason to book time slot then click the save button.
Select a Field team member
Go to booking window
Book a slot
How to book a slot from flobot App
- Log to Flobot android app or IOS app.
- Then click left side burger button and touch weekView.
- You can see every available slot and already taken slots.
- Click the book button and tick any slots you want to book.
- Then click the submit button and give a purpose and reason and then save it.