User

Stephan Joubert

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Total activity 57
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Activity overview

Latest activity by Stephan Joubert

  • Stephan Joubert created an article,

    Dashboard Click-throughs and Managing Columns

    If you wish to take a deeper dive into the data available on the About my users Dashboard, you can do so by either clicking the Click-through button in the top-right of the tile itself, or my makin...

    • Stephan Joubert
    • Updated
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  • Stephan Joubert created an article,

    How to Convert CSV files to Excel

    Some of your Downloads in Skynamo might be downloaded in a .csv format, and not the .xlsx that you are used to. To get this information in a more readable format for you to work on, you can follow ...

    • Stephan Joubert
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    • 1 follower
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  • Stephan Joubert created an article,

    RFM - How it works

    Recency, Frequency and Monetary(RFM) Analysis unveils your customers’ ordering behaviours, patterns, and fluctuations.   Skynamo RADAR (of which RFM forms a part) offers insights into your customer...

    • Stephan Joubert
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    • 1 follower
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  • Stephan Joubert created an article,

    Applying Filters on your Calendar

    Firstly, start off by opening your Calendar tab at the top of your screen.   If your Calendar seems cluttered by tasks and scheduled visits of the rest of your team, and you wish to focus only on ...

    • Stephan Joubert
    • Updated
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  • Stephan Joubert created an article,

    Getting your external Emails to display on Skynamo

      How is this feature going to help you?  - No more copying emails into comments   - Better visibility for everyone of customer interactions  - Build a more complete customer history    What does i...

    • Stephan Joubert
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  • Stephan Joubert created an article,

    Recommended Reports and how to set them up

    We have a wide variety of reports available to Manager users on the Skynamo Web Interface to help reduce the admin for you and your team, and giving you valuable insights into the company. It might...

    • Stephan Joubert
    • Updated
    • 1 follower
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    • 2 votes
  • Stephan Joubert created an article,

    How to do a data drop IOS

    Sometimes Skynamo is unable to sync due to there being a data conflict (i.e. from a merged customer). In these situations, we recommend that you do a data drop, and restart the syncing process. 1) ...

    • Stephan Joubert
    • Updated
    • 1 follower
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    • -1 votes
  • Stephan Joubert created an article,

    How to edit Stock levels on the Skynamo web interface

    If you have previously imported stock levels for products at warehouses on Skynamo, you are able to edit the stock levels one by one, should you prefer to do so. Alternatively, if you do not want t...

    • Stephan Joubert
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  • Stephan Joubert created an article,

    Converting a Quote to an Order on Android

    It is very easy to convert a quote to an order when using Skynamo Field.  Simply locate the quote either under the Timeline on the customer profile and click on the word Quote submitted at..., whic...

    • Stephan Joubert
    • Updated
    • 3 followers
    • 1 comment
    • 1 vote
  • Stephan Joubert created an article,

    How to Perform Surveys and manage Model Stock Android

    Model stock is a useful feature Skynamo offers for those customers that might have an ideal stock level. This is mostly used in the retail industry but can be used in other industries as well. Mode...

    • Stephan Joubert
    • Updated
    • 1 follower
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    • 0 votes