First of all, you have to set and enable the following options;Go to Settings > Departments and choose your sub-department Then find out "Quotes template", "Quote email template" and "Quote Whatsapp template" and select the relevant template for the sub-department from the drop-down How the feature works:When you go to add a new customer and once you fill in all the details in enq...
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.