1. 1 3 4 2 Daily Skynamo Process Play Process Pause Plan
Before you end your day check your timeline to ensure that there are no unfinished drafts, and sync to make sure all activities will be on your Call report.
- Clock in
- Check Sync status
- Start your visit when you are having a face-to-face meeting and complete any activities required by management. 4
Pause
- Select your plus button for any additional activities like your orders or forms. 2
- To end your day, click on the pause button.
Plan
- Use your To-Do list to create tasks and check your calendar.
- Finish your visit if you are sure all activities have been completed.
- Filter your Customer list to view customers that require visits
- Confirm your distance to claim is correct, log your travel claim, and you are finished for the day.
- Your plus button can also be used for activities that are done when not with the client. Use comments to capture important phone calls or s.
- Use your map to view near-by customers