Follow-ups due
Tap Send to open WhatsApp with the message ready. You check it and press send. Placeholders: {name}, {business}, {link}, {bank}.
Reminders
Follow-ups that are due appear at the top of the Dashboard and as a number on the app icon. Turn on notifications to also get an alert when you open the app.
Appearance
Your data
Back up regularly so you never lose your orders. To move orders between this phone and the laptop extension, make a backup on one and choose Restore → Combine on the other.
Testing & support
Fill the app with a sample business and orders to practise or record a demo. Your real data is put aside and comes back when you exit.
New to SalesDesk? Watch the walkthrough and step-by-step guides on the Datarayx Insight YouTube channel.
Something not working? Copy this report and send it to datarayx.insight@gmail.com. It never includes customer names, amounts or messages.
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