Tutorial: Custom fields

A short tutorial on how to set up custom fields in GetSalesDone. We’ll add so that you can remove the standard fields as well as probably custom objects in time. Send us an email if you have feedback: support@getsalesdoneapp.com

Welcome to GetSalesDone!

After months of development with over 50 test companies we are happy to announce the GetSalesDone iPhone-app.

The reasoning behind the app is that after working in sales for many years we felt we wanted to make it easier to work on the go and to be informed. Salesforce.com is a great platform in that it is configurable, scalable, and ubiquitous - but on the other hand it is a platform and not an app – it is designed for everyone and all usages and that really means no-one. The GetSalesDone-app is the opposite – we have taken a stance – we have made an ultra-fast, offline app for sales reps working with tasks.

tasks

We didn’t use Salesforce-tasks before, and the reason was that it was so much work to create it – and we felt that we spent time enough to update fields and stages. We have solved that by helping you to type by predicting. If you are adding a contact to a task – it probably is one of the contacts that are connected to the opportunity you have chosen. If you are assigning a task – most often it is to one of the colleagues you usually assign to. You get it.

create-task

And on an opportunity or contact there is a good overview of the tasks done and upcoming. And the most common fields you need are reachable with a click.

oppoverview