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Front Row App Training:
Activity Card The Fastest & Easiest Sales Reporting Tool Ever!
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Answering an Activity Card
Tap the Activity Card icon to quickly complete, submit, and view a previous activity report
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Selecting the Client Find and select the account you would like to submit an activity for Search accounts by name or use the alphabetical navigation on the side
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Selecting the Activity Card
Select the activity card you wish to answer Your company may have one or many activity cards to choose from
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Entering a New Activity Card
You have the option of entering a new activity card, or viewing past activity cards for quicker submission To submit a New Activity Card select ‘New Activity’
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Answering the Activity Card
Select the answer that best corresponds to your activity Once an answer is selected, the next question will appear
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Reviewing Activity Card
Once all the questions are answered a summary of your selections is displayed If you would like to change an answer, use the ‘Back’ button to make the appropriate changes Select ‘Send’ to have your activity card submitted
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Submitting Activity Card
When submitted you will be greeted with a ‘Success’ message
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Updating an Activity Card
You can view an activity card you entered in the past for quicker submission Select the activity card from the list of Past Activity that mirrors your most recent visit
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Updating an Activity Card
Select the question you would like to update Make the desired changes Select ‘Save’ To be directed back to the summary page for submission
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Updating an Activity Card Breakdown
After you have made a desired update to a question you have the option to select: The ‘’SAVE” button saves any changes and goes to the summary page The “BACK” button goes to the previous question but does not save an update The “NEXT” button goes to the next question in sequence and saves updated selections
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Reviewing Activity Card
You can review all of your selections from the summary page Select ‘Submit’ to have your activity card sent into the server
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Submitting Activity Card
When submitted you will be greeted with a ‘Success’ message
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