Press a lead's name anywhere to open its card. The card holds everything about that person.
Where things are
- On a computer the card has two columns. On the left: Details, Quotes, Conversation, Notes, Write down a call or a visit and What happened. On the right: Where it stands and Reminders.
- On a phone or a tablet it is one column, and the Conversation comes first, right under the name. Then Where it stands and Reminders, then Details and the rest.
- The keyboard (Tab) goes through the card in the same order you see it.
Write a note
- Under Notes, type in Add a note.
- Press Save note. It appears under What happened with your name and the time.
What you type is kept until you save it. "Draft kept." tells you so. Press Clear to throw the draft away. Once a note is saved or cleared, its draft is gone on all your devices. It will not come back on a phone or computer that still had the older text open.
Write down a call or a visit
This is how VOBIX knows whose move it is.
- Under Write down a call or a visit, choose I got in touch with them or They got in touch with me.
- Choose How: a phone call, a text, an email, in person.
- Add what was said, if you like.
- Press Write it down.
If you got in touch, the card moves to the waiting list. If they did, it comes back to Reply now.
Where it stands
- Stage: choose the stage from the menu.
- Assigned to (owners and office): choose a person. They are told under Notifications.
- Keep this card in: VOBIX files the card by itself. To keep it in a list yourself, choose the list. It goes back to Automatic when they get in touch again, or when you choose Automatic.
- Star marks a card you want to find fast.
Change the details
Press Edit (owners and office). Change what you need and press Save changes. The card's history says which lines changed, and who changed them.
Archive, trash, restore
- Archive puts a card away without deleting it. Bring it back undoes that.
- Move to trash asks first: press Yes, move it. The card goes to Trash.
- In Trash, open the card and press Restore it.
Nothing is removed for good by itself.
Good to know
- Call and Email open your own phone or mail app. VOBIX sends nothing.
- What happened is the card's history: every change, who made it, and when. Nobody can edit it.
- Field staff do not see what a job is worth, and cannot edit, assign, archive or trash a lead.