User Guidelines For Smart Phone App - Mleads Lite (Version
Contents
1. I can t access my Account Upgrade amp Review screen Carrier gt 2 MLeadsLite Free Edition ey cadg Do you enjoy using MLeads Lite App Please upgrade to MLeads Enterprise or Rate this App Rate MLeadsLite Upgrade to MLead Enterprise F Do not show again e As Mleads opens splash appears then Login page comes e In Login page user can click on Register if user is not registered e And if user already register user can fill username and password and user can proceed by tapping on login button If authorized user will be navigated to Home screen e If user have problem with accessing account then user can tap on I can t access my Account button which will redirect user to recover username password screen e Suppose user is unregistered and tap on Register button then register screen will be opened e User can login either in offline mode or in online mode e This screen appears whenever user launches application after using it at least once It allow user to Rate Mleads Lite application and allow user to upgrade application i e Upgrade Mleads Lite to Mleads Enterprise Edition e lf user selects Rate Mleads Lite then user will be redirected to iTunes Mleads Lite page where user can rate application and write application review e f user selects Upgrade to Mleads Enterprise then iOS default browser with Upgrade to Mleads Enterprise page will be open Home scr2. Select Event Defaut Event Capture Image Te First Name Last Name Company Email Phone Street City name company name email and phone user can add a new lead e Optionally user can also provide last name image related to lead voice memo related to lead notes for that lead e OCR To avoid manual data entry application also supports OCR feature when user taps on OCR The Card button application will display options to user either to choose image from photo library or to capture image through device camera Upon selecting image application will perform OCR scan and filled related information accordingly automatically e QRCode BarCode To avoid manual data entry application also supports QRCode Barcode reading feature when user taps on QRCode BarCode button application will open device camera to read barcode QRCode focus camera towards it application will automatically detect barcode QRCode card and fills related information accordingly automatically e Image used with OCR or Barcode QRCode scan will also attached as captured image which you can see next to Capture Image icon e When user taps on attached thumbnail image view a new screen will be presented with showing original attached image To capture image user can touch button next to capture image label This will opens camera to capture image After capturing image it will be displayed as thumbnail by replacing capture image i
3. Delete icon to delete lead when user taps on delete icon dialog will appear to confirm that user is sure to delete that record or not If confirmed Yes then lead will be deleted o Edit icon to Edit a particular lead when user taps on Edit application will be redirected to Edit Lead screen o Add to Contact icon to add lead into address book When user taps on Add to Contact icon a contact screen appears displaying a selected lead contact details o Tasks icon to view and manage tasks When user taps on Tasks icon application will navigate to Scheduled Tasks screen which displays list of all scheduled tasks for selected Lead o Meetings icon to view and manage meetings When user taps on Meetings icon application will navigate to Scheduled Meetings screen which displays list of all scheduled meetings for selected Lead o E mail icon to send emails to leads When user taps on Email icon an alert will appear allowing user to choose email message template and option to send email to all leads If send email to all leads option selected then user can send email to all leads of a particular event otherwise user can send email to a selected lead User can add new leads by tapping on icon at top right of My Leads screen Add Lead Carrier gt e In this screen after selecting an event First name last Add Lead Save 8 7
4. EE EE OEE E ETA E 30 Add Email Message Template sss see eee eee 30 Splash screen Carrier gt 3 01 PM s p Loading Registration amp Login Carrier gt paas If existing MLeads paid edition user please use your current username password to Login otherwise click on Register User Name Password I can t access my Account e An introduction of Mleads screen e After Downloading the App User need to Register e As MLeads Enterprise opens splash appears then Login page comes e Once the User complete the Registration Process user will login into the application through User Name amp Password amp proceed by touching login button Problem with Mleads Account e If user have problem with accessing account then user click on I Can t access my Account button the next Carrier gt ai screen user have to select choice problem with username or What problem are you having with MLeads problem with password Based on selection option user will Account pr have to provide email address which was used at the time of amp have problem with password registration 2 forgot mleads username b Email Address for User Name or Password Recovery e User will input valid Email Address for User Name amp Password Recovery If successfully recovered then username or password information will be sent to provided email address A sjo rj e ujujkjL
5. PM Tam Scheduled Tasks Feedback Analysis Waiting 09 14 2012 GO 4 e In this screen all details of particular lead are shown to user which can be edited by user e After editing user can touch save button at top right screen to submit updated lead details e f lead updated successfully then user will be informed by message e After editing lead user will be redirected to leads listing screen Carrier gt 5 28 PM Schedule a Task Subject Start Date End Date Status Priority Carrier gt 5 27 PM Edit Scheduled Task EM Subiect Feedback An alysis Start Date 09 14 2012 End Date 09 17 2012 Status Waiting Priority High e User can view scheduled tasks for a lead by selecting a particular lead and then clicking on Tasks icon in My Leads screen e User can also view scheduled tasks for an event by selecting a particular event and then clicking on Tasks icon in Events screen e User can also schedule a new task by taping on icon in Task screen e User can also edit existing task by taping on select icon in Task screen Meetings Management Carrier gt 5 14 PM Carrier gt Subject Location Date Start Time End Time Leads Adam Focus Alert Time 00 00 Before e User can view scheduled meetings for a lead by selecting a particular lead and then clicking on meetings icon in My Leads scre
6. User Guidelines For Smart Phone App Mleads Lite Version 3 0 pn cadg Lita Table of Contents NNN 3 aA E SE EEE ERE EE 3 PN 4 Upgrade STAN EN Lee 4 ee 5 BENEA 6 Leeha ote oe st gett ne ae ete E T E 7 FEN oorner a E EE E A AEA 7 MYLE EEE EEE 8 MN 9 Sd Le REE EEE 10 FONON UD a le 10 Pee 61 LOK vi 0 Tes le 11 ENN 11 Email Message 12 lel EE ES 12 Add Email Message Template EE E nieee 12 Edit Email Message Template PE EE nri On An R Ea innia i o aori 13 ee 13 MENN Le 14 S S ni 61 de EEE EEE 14 ENN cs E eta crs EE EE E EAA AE A E AE E E 15 ENST 15 on PN 15 Add UO Goo EE EEE EEE 15 PROTON PENO EEE 16 ACn e sie a LESERE REN 16 er 16 Splash screen Carrier gt 3 01 PM m Registration screen Carrier gt First Name Last Name User Name Password Confirm Password Email Security Question Answer Loading Registration e An Introduction of Mleads screen e User can register by providing first name last name username password email security question answer and user needs to agree with Mleads Terms and Conditions e As user registers successfully user will redirect to login screen to login with username provided in register screen e Here in login screen if user previously login successfully then those credentials username password are stored and auto filled on next login time Login Carrier raas User Name Password
7. Z BDDUDUWU 2 2123 space return Security Question to validate Email id e Once the user will submit Email id Security question will display e Security Question will be the same as user has Cy answered at the time of Registration If successfully recovered then ee O username or password information will be sent to provide email METTE address What was your favourite food as a child Answer Home Screen Online Mode e Once the Application will be in online mode user can select maximum features of the Application e In Application features User can manage Events Team Member Leads Email Message Templates Follow Up Actions Refer to Friends Manage the Leads On web User Profile Reset Profile password amp Synchronize with Server Home Screen Offline Mode e User can run the Application in the Offline Mode e While internet connectivity is not their with Device user can access the application features of Events My Leads Email Carrier gt 1 17 PM Message Templates Follow Up Actions amp My Profile MLeads User Manual e User can go to User Manual by click on the icon ka In User manual user will get all guidelines related to Login Registration Events Leads Tasks Meetings Templates O a Followup actions Management ads MLeads Enterprise User Manual Login User Manual e Once the user will facing trouble to access the mleads account all Guidelines steps is p
8. con User can record voice memo by tapping on button next to Record memo When tapping on Record Memo button Record voice memo screen will appear In which user can record voice by touching at mike like icon to stop recording touch same button again To play recorded sound user can touch button below that mike icon User should touch Save button at top right screen to submit lead details If lead added successfully then user will be informed by message After adding lead user will be redirected to leads listing screen Edit Lead Carrier gt 3 52 PM Edit Lead Send Email Select Event Default Event Recapture Image re First Name Last Name Bell Company Web Infra Ent Email sandybell webinfra com Phone 11002223 Street New Town Street Follow up action Carrier gt 4 12 PM Follow Up Actions ion Master Follow Up Actions Call SMS User Defined Follow Up Actions e In this screen all details of particular lead are shown to user which can be edited by user e After editing user can tap on save button at top right screen to submit updated lead details e f lead updated successfully then user will be informed by message After editing lead user will be redirected to leads listing screen e In this screen user can see list of follow up actions which are actually preferable way of communication for that event e There are two kinds of follow up ac
9. d touch Save button at top right screen to submit all details e If email message template added successfully then user will be informed by message o After adding email message template user will be redirected to email message listing screen Edit Email Message Template Carrier gt 5 36 PM Select Event Default Event k Subject Hi Message Thanks for sending interest We will revert back to you shortly Status ctive n Active Follow up Action Carrier gt Master Follow Up Actions Call SMS User Defined Follow Up Actions In this screen all details of particular email message template are shown to user which can be edited by user e After editing user can touch save button at top right screen to submit updated details 6 If email message template updated successfully then user will be informed by message After editing email message template user will be redirected to email message listing screen e In this screen user can see list of follow up actions which are actually preferable way of communication for that event e After touching particular record of follow up actions action strip will be displayed at bottom of the screen e This will contain delete and edit icon to delete and update record respectively By touching icon at top right of screen user can add a new follow up action e As user touches delete icon dialog will appear to confirm that user is sure to
10. delete that record or not Add Follow up action e In this screen only one field action name is required to add follow up action Add Follow Up Action S e User should touch Save button at top right screen to submit all details pow Up Action e f follow up action added successfully then user will be informed by message e After adding follow up action user will be redirected to follow up actions listing screen Edit follow up action m e ln this screen all details of particular Follow up action are shown to user which can be edited by user i e After editing user can touch save button at top right Email screen to submit updated details e If Follow up action updated successfully then user will be informed by message e After editing Follow up action user will be redirected to follow up actions listing screen Reter Friends e When User clicks on refer friend button then user can add Carrier gt five friends to MLeads Enterprise Refer Friends icates Mandatory Fields Friend 1 Friend 2 Friend 3 Friend 4 Manage Leads On Web e In this screen user can see the features can be achieved via MLeads Enterprise Web Carrier gt Manage Leads On ZA l e There is a button saying Manage Leads on Web Besides managing your leads on your Be devices we also offer et e This will open a webview and redirect to to manage leads using our cloud computing platf
11. een e Here in home screen user can Logout by tapping on Logout button at top left of the screen e User can get help i e how to use application user manual by tapping on Help icon at top right or can get company information by touching Info icon I next to help icon e Events for Offline amp Online both By tapping on Event button user can view and manage list of events e My Leads for Offline and Online both By tapping on My Leads button user can view and manage list of leads e Email Message templates for Offline and Online both By tapping on Email Message templates button user can view and manage list of email message templates which can be used for auto filled predefined email message to easily send with fewer customizations like providing names etc e Follow up actions for Offline and Online both By tapping on Follow up Actions button user can view and manage list of follow up actions which are simply informs about way of preferable communication with particular person e Refer friends Online When tapping on Refer Friends application will navigate to Refer Friend screen using which user can inform about max 5 friends about Mleads e Manage Leads on Web Online User can also manage everything Leads Events Templates Followup actions by taping on Manage leads on web ie By navigating to Mleads website e My Profile Onli
12. en e User can also schedule a new meeting by taping on icon in Meeting screen e Anew scheduled meeting will also be added to the device calendar e User can also edit existing meeting by taping on select icon in Meeting screen e User will also get notified whenever a meeting remainder scheduled Email Message Templates Carrier gt 5 31 PM Email Message Te Le shivang vyas Default Event Thanks for sending Add Email Message Template Carrier gt 5 36 PM Select Event Default Event Subject Message Status Active d Active In this screen user can see list of event wise email message templates in which each record will display subject and message User can filter email message templates by selecting event from control next to Select event label 6 After touching particular record of email message templates action strip will be displayed at bottom of the screen This will contain delete and edit icon to delete and edit message template respectively e By touching icon at top right of screen user can add a new email message template e As user touches delete icon dialog will appear to confirm that user is sure to delete that record or not In this screen after selecting event name providing subject and message user can add an email message template e Optionally user can also provide Status active or inactive for that email message template User shoul
13. ents will be display based on Team Member Selection e Once the User will select all Team then all Events will be display e User can add new events by touching icon at top right of Leads list screen User can remove events by selecting X icon User can also edit existing event and also manage meetings related to particular event e User can Add event with Event Name Location City State Country Date Purpose Contact Person Phone amp Event Type e If User will select Private event type then it will not be visible to other Team Members otherwise in public type it will be visible to other Team Members My Leads Page e In this screen user can see list of leads according to events user can filter leads by selecting Team member and event name by touching control next to select Carrier gt 5 03 PM My Leads event e Each row of records will display lead name company name and lead status for that lead As user touches particular lead row action strip at bottom will appear e Which contains Call SMS and E mail Delete and Edit icons to call send SMS send e mail delete lead and Event conference Lead Status Other Sompany Name i Name bompany Nene edit lead respectively conference e As user touches delete icon dialog will appear to confirm that user is sure to delete that record or not e f user touches edit icon then user will be redirected to edit lead screen e f User touc
14. hes Task icon then user will redirect to Scheduled Tasks Screen amp from Meeting icon user will redireect to Meeting Screen e Google search When User taps on google button then then it will search according his her first name last name and company name in google it will ask user for last name if user s last name is not available Linkedin Search When User taps on Linked in button then then it will search according user s first name last name in Linkedin easily it will ask user for last name if user s last name is not available Company Profile When User taps on company profile button then it will open the company s website in browser Add to contacts When User taps on Add To contact button then it will display user s first name last name email and profile picture if profile picture exists user can edit his her info Refer friends When User taps on referfriend button then user can add five friends to MLeads Enterprise Sent Emails When User selects leads and then clicks on send mail button then it will add into sent emails Linkedin User must have to install LinkedIn application into own device Add Lead Carrier amp OCR Add Lead Select Event conference Capture Image re First Name Last Name Company Email Phone Street that mike icon e In this screen after providing event name First name last name company name email and phone user can add a lead e Opt
15. ionally user can also provide last name image related to lead voice memo related to lead notes for that lead e To capture image user can touch button next to capture image label This will opens camera to capture image e After capturing image it will be displayed as thumbnail by replacing capture image icon e User can record voice memo by touching button next to Record memo After touching that button Record voice memo screen will appear e In which user can record voice by touching at mike like icon to stop recording touch same button again e To play recorded sound user can touch button below User should touch Save button at top right screen to submit lead details If lead added successfully then user will be informed by message After adding lead user will be redirected to leads listing screen Select Action Select Picture Take Picture Cancel e User can capture his her leads business card image and get the name email phone number with OCR functionality e User have to capture business card image using iphone camera first e By tapping on OCR button from Add Edit Lead user can choose the photo from Photo library e This feature will work in online mode only Edit Lead Carrier gt Send Email Select Event conference Recapture Image Te First Name Ford Last Name Focus Company Email test triforce co in Phone 456778 Street Task Management Carrier gt 5 26
16. ne User can manage and view profile by taping on My Profile button e Reset Password Online By tapping on Reset Password button user can reset password e Synchronize to Server Online By tapping on Synchronize to server button user can sync his offline data to online server Events screen Carrier gt e In this screen user can see list of events in descending order by date e Each row of records will display event name location city and event date e When user taps on any event action strip will be displayed at bottom of the screen e Action strip will contain delete and edit icon to delete and update event respectively e By tapping on icon at top right of screen user can add a new event e When user taps on delete icon dialog will appear to confirm that user is sure to delete that event or not If confirmed Yes then event will be deleted Add Event Carrier Event Location City State Country Date Purpose Contact Person Phone 3 41 PM 09 20 2012 Edit Event Carrier gt Event Location City State Country Date Purpose Contact Person Phone Edit Event Tech Festival Tech Hall Banglore Karnataka India 09 20 2012 Latest Technology Pres John Mathew 9878778997 e In Add Event screen after providing event name location name city name date and phone user can add an e
17. one 11002223 email sandybell webinfra com Create New Contact Add to Existing Contact Reter Friend e When User taps on Refer friend button then user can inform max five friends about MLeads application Carrier gt 4 13 PM Refer Friends ates Mandatory Fields Friend 1 Friend 2 Friend 3 Friend 4 Action Completed e When User taps on My Leads and then taps on Send Email button then it will add into sent emails Linked in invitation e As user touches this button if LinkedIn application is installed in user s device than application will open else LinkedIn web view will open and user can able to invite selected lead to his her LinkedIn Profile User Guidelines For Smart Phone App Mleads Enterprise Version 3 0 Table of Contents SEE EG gt EEE EEE EE 19 FREE ES INO NEO OU ag EEE 19 Problem with Mleads Account see ee eee 20 Email Address for User Name or Password ReCovery rrrnnnnnnnnnnnnnnnnnnnnnnnnnvnnnnnnnnnsvnnnnvnnnnvennnsnennee 20 Security Question to validate Email id sss see 21 H me Screen Online Mode GE EE 21 Home Fe WOU istics coset ins nai aE i E EPEE 22 Ya Beers To L User Manual sisene EEOAE ee eee 22 K U er Manua EE EE ee 23 COM acr Ue EE 23 RT EESE T E E E T S 24 EEA ac e EEE E N N EA EN EEE S 24 MENN 25 3 0 LETO EE 26 4 26 Sct de RS 21 EG GL 0 221 EE EE EE NE EE 83 Meetings Management ve 29 Email Message ruler E icion E ra EEE E
18. orm Please visit the https www myleadssite com site https www myleadssite com on internet browser or click the button below to Manage Leads on Web You can perform all the major functionalities mentioned below on web using our cloud computing platform Manage events Manage leads My Profile e In this screen user can view and edit profile related Carrier information like First name last name type company name My Profile Sav address website security related information etc etc shivang Last Name vyas User type Personal Business Company Name Triforce ESolutions Address Vastrapur City Ahmedabad Zip Code 380022 State Gujarat Reset Password e To reset password in this screen user have to provide rre S current password new password and confirm new password e After filling these details user should touch Save button at top right of screen Current Password e f password reset done then user will be inform by New Ea message and redirected to the login screen Re Type Password Synchronize to server e As user touches this button offline records will be synchronized to server in background e Same process also starts in background as user login and home screen appears to user Synchronizing Data Cancel
19. rovided in User Manaual Carrier gt 5 01 PM As MLeads Enterprise opens splash appears then Login page comes In Login page user can click on register if user is not registered and if user already register user can fill username and password and user can proceed by touching login button If user forgot password then user can touch forgot password 7 button at bottom of login screen Which will redirect user to forgot password screen User can touch info icon at top left of login screen to get information about MLeads Enterprise app pg Contact Us Page e Company contact information will be display with Company s Website Email ids amp Contact No paas Contact Us amp Tri Force Consulting Services Inc Buisness Center of Lansdaie 650 North Cannon Avenue Lansdale PA 19446 http www triforce inc com https www myleadssite com info amp triforce inc com info amp myleadssite com QJ Phone 1 215 362 2611 Copyright 2011 All Rights Reserved Events Page Carrier gt 1 14 PM Select Team member Event Location City Firstname Lastname Add Event Page Carrier gt Event Location City State Country Date Purpose Contact Person Phone Event Type 1 15 PM Add Event 09 15 2012 Grrivate Gr ubiic e On events Page user can see the list of events with Event Name Location City amp Date e List of ev
20. t top right screen to save email message template e If email message template added successfully then user will be informed by message e After adding email message template user will be redirected to email message listing screen Edit Email Message Template Carrier gt 4 10 PM e In this screen all details of selected email message template are shown to user which can be edited by user Select Event Tech Festival DE u e After editing user can taps on save button at top right screen to submit updated details seat Thanks for your e If email message template updated successfully then user paste will be informed by message to you soon e After editing email message template user will be redirected to email message listing screen Subject Thanks Status Active n Active Reset password e To reset password user has to provide current password Carrier gt 4 15 PM new password and confirm new password e After filling these details user taps on Save button at top right of screen e If password reset done then user will be inform by message and redirected to the login screen Current Password New Password Re Type Password Manage leads on web minn e n this screen user can view the features can be achieved via Manage Leads On Mleads Web When use taps on button Manage Leads on Web it Besides managing your leads on your will open a web
21. ted to follow up actions listing screen Email Message Templates Carrier gt 4 10 PM Email Message Te Pia vent Tech Festival j Subject Message Tech Festival Thanks for your inte Add Email Message Template Carrier gt 4 11 PM Select Event Tech Festival o_a Subject Message Status Active d Active e In this screen user can see list of event wise email message templates in which each record will display subject and message e User can filter email message templates by selecting a particular event e When user taps on any email message template action strip will be displayed at bottom of the screen which contains delete and edit icons to delete and update message template respectively e By taping on icon at top right of screen user can add a new email message template e As user taps on delete icon dialog will appear to confirm that user is sure to delete that selected message template or not If confirmed Yes selected message template will be deleted e In this screen after selecting event name providing subject and message user can add an email message template e Optionally user can also provide Status active or inactive for that email message template e If message template is active it will appear in Email Message template listing while selecting Email icon to send email to leads e User taps on Save button a
22. tions o Master follow up actions application default follow up actions not editable o User defined follow up actions user created follow up actions they are editable e When user taps on any user defined follow up actions action strip will be displayed at bottom of the screen containing delete and edit icon to delete and update follow up action respectively e By taping on icon at top right of screen user can add a new follow up action e When user taps on delete icon dialog will appear to confirm that user is sure to delete that follow up action or not Add follow up action Add Follow Up Action E FollowUp Action P Edit follow up Action Carrier Edit Follow Up Action FollowUp Action Email e In this screen only one field action name is required to add follow up action e User can tap on Save button at top right screen to save follow up action e f follow up action added successfully then user will be informed by message e After adding follow up action user will be redirected to follow up actions listing screen e In this screen all details of particular Follow up action are shown to user which can be edited by user e After editing user can taps on save button at top right screen to submit updated details e If Follow up action updated successfully then user will be informed by message e After updating Follow up action user will be redirec
23. vent e Optionally user can also provide State Country purpose contact person notes for that event e User should touch Save button at top right screen to commit event e f event added successfully then user will be informed by message After adding event user will be redirected to events listing screen e Inthis screen all details of particular event are shown to user which can be edited by user e After editing user can tap on save button at top right screen to update event e If event updated successfully then user will be informed by message e After updating event user will be redirected to events listing screen My Leads Lead Status Sort By Name Default Event Sandy Bell Default Event Name Ascending Company Name Web Infra Ent e In this screen user can see list of leads according to events user can filter leads by selecting event name by taping on select event e Each row of records will display lead name company name and status for that lead User can sort leads by Company name or Name in ascending descending order e When user taps on particular lead row action strip at bottom will appear which contains o Call icon to Call when user taps on Call a call will be performed to a selected lead o SMS icon to send SMS through iPhone when user taps on SMS a message compose box will be appear which allow user to send SMS o
24. view and redirect to Mleads website obile devices we also offer an option to manage leads using our cloud computing platform Please visit the site https www myleadssite com on internet browser or click the button below to Manage Leads on VWeb You can perform all the major functionalities mentioned below on web using our cloud computing platform Manage events Manage leads Synchronize to server e As user taps on Synchronize To Server button offline records will be synchronized to server in background e Same process also starts in background as user login and home screen appears to user ow Mha Synchronizing Data Cancel Google Search e When User taps on Google button then it will search according his her first name last name and company name in Google it will ask user for last name if user s last name is not available Linked in Search e When User taps on Linked In button then it will search according user s first name last name in LinkedIn It will ask user for last name if user s last name is not available Company Profile e When User taps on company profile button then it will open the company s website in browser Add to Contact e When User taps on add to contact button then it will display lead s first name last name email and profile picture if profile picture exists e User can edit them and maintains them in address book Sandy Bell ph
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