Find the person you 're meeting, you'll get the address and other contact info to the client.
Read through the recent history records and current to-do tasks.
Log your activity or make a to-do after the successful customer visit.
Simply log your notes by choosing an activity from the list and write a note. Everything is synced directly to you Lime database.
Also add a to-do that reminds you to follow up your successful visit by sending a quote.
Read more about the conditions for the app. If everything is set in your IT environment contact us at +46-46-270 48 00 to book a consultant to set it up, the cost is €450.
Read more how you get started when you already have Lime Mobility installed on your server.