6 Steps of Saleboat
6 bits of information to help you navigate Saleboat
Monique Le Roux
Last Update a month ago
Saleboat was built to be as intuitive and easy to use as possible. Here we outline a simple, 6-step guide to Saleboat.
One:
You MUST allow Saleboat to use your device's location.
The first time you access Saleboat in Chrome:
Press Allow.
The first time you access the Saleboat App:
Press Allow.
If you miss this step, please click on the button below to correct this:
Two:
The Plus Button is your go-to for adding Prospects, Meetings, Contacts & Tasks.
Click on the button below to read more about the Plus Button.
Three:
Leads, Prospects or Clients must be added to Saleboat so that you can do business with them and record your interactions in Saleboat.
Click the button below to read more about Creating a Lead and Creating a Prospect.
Four:
When a Meeting or Call is created, a Card will appear on your Dashboard, you may interact with it by clicking Check In or Log Call.
Click the buttons below to read more about Meetings.
Five:
A Card is a snapshot of important information for upcoming appointments that is displayed on your Dashboard.
There are three Card types: Meeting, Call and Task.
Click on the button below to read more about your Cards.
Six:
Converting Prospects to Clients in Saleboat is very easy.
Click on the button below to read more about converting prospects.
Converting a Prospect to a Client
And just like that, the 6 Steps of Saleboat article is complete. Pretty easy, right?
If you still have some questions or are unsure about how to do anything, you're welcome to click on this button to go to our help centre:
You may also click on Help in your Main Menu to access the same resources.