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One of the powerful new features added to the Pocket Sales Manager in Version 5 has been the addition of a Tap & Hold menu on the main Pipeline display screen. The Tap & Hold menu is shown below:
The Tap & Hold menu has a number of items.
State - One of five different values, indicating the overall 'state' of the Opportunity.
New Task - Allows the user to enter a Task for the selected Opportunity.
New Appointment - Allows the user to enter an Appointment for the selected Opportunity.
Reality Check - A summary graphical representation of the 5 major Sales Analysis categories of Overall Rating' Our Sales Rating, their Sales Rating, Our Solution Rating and Their Solution Rating.
Sales Analysis - Allows the user to enter the Sales Analysis processing for the selected Opportunity.
Watch OFF/ON - Allows the user to set the 'watch' flag for this Opportunity.