Hello, how can ATALINK help you?

1. Add Targets

Step 1: You can add Targets by accessing My Tasks > Sales > Customers

Step 2: To add Targets, click the + icon right in the leads frame

Step 3 : On the Select Company screen

• Search a target by Company Name or Tax Code. In addition, ATALINK also provides filters by Locations or Industries to find target more quickly.
• Tap on the + icon next to a target to add that target to your company’s target list

Step 4 : Update the target’s information, add a Contact Person and Supervisor and choose suitable Sales Data

Tap on Save to complete

2. Option for Targets

Tap on the … at the top right corner of the Target that you want to edit.

• Edit information : Update the information of target customers. After the update is complete, tap Save to finish.
• Convert to customer: Convert potential customers into existing customers
• Change supervisor : Select or change another salesperson/manager to take charge of this target.
• Take notes : Add notes to target customers. Tap on the target > NOTES to view notes created for that target.
• Remove target : Remove the company from the target list. Note: If you have been or are currently having transactions with this company on the app, you cannot remove it from the target list.