We've heard your feedback & are so excited to be making reps lives even easier! SPOTIO is rolling out the latest batch of UI enhancements designed to further streamline the mobile experience for reps in the field - that's right less taps! Find out more about what changes were included below.
What's New:
- [NEW] Faster Visit Logging - We are making it even faster to record visits by eliminating unnecessary clicks and screens.
- [ENHANCED] Streamlined Visit Results Notes - On-the-fly visit results without having to leave the map or go into the lead record.
- [ENHANCED] Streamlined Record Screen - We’ve redesigned the record info screen to make it easier to navigate and faster to update
- [ENHANCED] Simultaneous Multi-Picture Uploads - Tired of uploading pictures one-by-one? Tag and upload multiple photos at once with this enhancement.
- [NEW] Follow Up Toggle - Instead of clicking back into a record to schedule an activity, you can now schedule your next step with the flip of a switch whenever you log a visit or create a new record.
- [ENHANCED] Home Tab - Schedule Tab is now “Home” and you can complete scheduled activities from this page rather than having to click into a record to complete them. You can also Call/Text/Email records from this page as well, saving clicks on executing tasks in SPOTIO.
Faster Visit Logging
Finally, SPOTIO mobile users can quickly and easily log visits without having to perform multiple clicks or jump through multiple screens. This new feature saves you time and effort by making it possible to log visit activity and results without ever having to leave the main map screen.
How to Log a Visit:
Streamlined Visit Results Notes
For visits that require a bit more detail, we’ve also made it easier to make those updates on-the-fly. This updated interface presents the most important information while eliminating a few unnecessary steps.
Streamlined Record Screen
We’ve taken something that’s already good and made it even better! The record info screen has been reorganized to easier to navigate and see critical info at a glance.
Creating a New Record:
Simultaneous Multi-Picture Uploads
Tired of uploading pictures to records one-by-one? Say no more! This highly-requested upgrade makes it easy to tag and upload multiple photos simultaneously.
Uploading Multiple Images:
Adding a Picture to a Visit:
Follow Up Toggle
Instead of clicking back into a record to schedule an activity, you can now schedule your next step with the flip of a switch whenever you log a visit or create a new record.
Home Tab
Schedule Tab is now “Home” and you can complete scheduled activities from this page rather than having to click into a record to complete them. You can also Call/Text/Email records from this page as well, saving clicks on executing tasks in SPOTIO.
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