Swipe and start talking, Sage Sales Management will take care of the rest!
Thanks to our Sage Copilot artificial intelligence, you will create an Event or Task in ForceManager just by talking to the app. You have never scheduled a visit or task as fast and easy as now.
Follow the steps below to create a quick event or task:
Step 1. Access the Calendar o Task menu in Sage Sales Management or the calendar section on the account detail from your iPhone or iPad.
Step 2.
iOS Devices. Swipe left the Sage Copilot, which is at the bottom right of the screen.
Android Devices. Click on the "+" button and on "Voice creation".
Android devices
 | iOS devices
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Step 3. Talk detailing the following data:
If you want to create an event or task
Account name
Contact name
Day and hour
Subject
Notice you have a little help before start speaking. If you don’t remember the required data, keep quiet and Sage Sales Management will guide you showing an example of a phrase to be used that can be repeated just filling the slots.
Step 4. Once you have mentioned the previous information, you will be able to check that the event or task form has been automatically filled in with the corresponding information.
Step 5. Finally, click on “save” and you will create your event or task.