Sales, shifts and shops carry their own discussion
What moves
A sale, a cash session or a shop shows a shared discussion thread and followers from the workspace's activity feed, next to its change history.
Before you start
- Point of Sale in your plan
Step by step
- POS managerPoint of Sale
Opens a session that closed with a difference and writes a note on it.
You see:The note is saved on the session.
- Tenant adminActivities Workspace
Follows the session and replies.
You see:The reply joins the thread.
- POS managerPoint of Sale
Opens the change history.
You see:Sees who changed what, beside the discussion.
Related
- Activities Workspace
- Point of Sale
- Schedule a call or meeting on a lead or customer
- Schedule interviews and follow-ups on an applicant
- Task changes create to-dos in Activities
- A manager assigns a task and the colleague finishes it
- A termination raises a final pay review for payroll
- Connections between modules