Commenting on Sales Leads

When a sales lead is received, HQ users can comment on the lead. These comments are then sent as a notification to the technician and the technician can view the comment and respond by adding a comment. 

For HQ users:

Navigate HQ>SERVICE>SALES LEAD. After selecting the specific Sales Lead, within the details page, locate the Comments card, select “Add Comment”> type your comment> Save.

For Technicians:

When a comment is added, a notification will then be sent to the technician's tablet. The technician can choose to [Ignore] or [View] the comment.

Once the technician clicks [View] it will take them to the Notifications screen within their WIP. Once there, click on [Comment on Sales Lead] to view:

The Service app will then display the details of the Sales Lead, including all comments. Here, the technician can add more comments by pressing the + button within the Comments card:

TIP: If a technician chooses to ignore the notification, they can always return to the notification later. Within the Home Screen of the Service app, click the bell icon at the top right corner to open notifications.