- Select Activity List
- Find the reps name
Use Search to Find or Tap Plus (+) sign - Swipe left to right on reps name
- Select the opportunity type: Walk-in, Appointment, Delivery (Vary based on location)
- Select visit type (if applicable)
- Answer all Yes/No questions ie: Appt Set, Test Drive, Sold (Locations vary)
- Answer any additional questions ie: Manager Intro
- Tap the Activity Button (circle arrow) to confirm