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Sales Execution Overview - Encompass Mobile

Encompass Mobile overview for drivers/reps of the Sales Execution menu: tasks, surveys, Knowledge channels, user directory, eChat and Call Manager. Includes a video. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

  • Tasks - View incomplete tasks assigned to you or create a new task.
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  • Take New Survey - Select from a list of available surveys for your company and complete them quickly from the Sales Execution menu.
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  • Knowledge - Gives you quick access to your company's internal knowledge channel, as well as Encompass-owned Knowledge channels. Many companies store procedures, sell sheets, planograms, and more in their knowledge channel.
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  • Users - Access a directory of both internal employees and customer contact information. You can also add new users from this page.
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  • eChat - An internal messaging platform that you can use to communicate with your coworkers using chat.
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  • Call Manager - This option is only available to companies who utilize Encompass Voice to make and receive calls.

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