Sales Pad Help

What do you need help with?

How do I install the Sales Pad app? 
  1. Make sure you are connected to Wi-Fi
  2. Go to the App Store (Apple App Store, Not Ecolab's Internal App Store)
  3. Search for 'Sales_Pad'
  4. Click Install
  5. Follow prompts to install the application
  6. Open Sales Pad and log in using your Ecolab email address
  7. You will be redirected to a 'Single Sign On' page
  8. Use your AD Credentials to log in (same credentials used for your laptop)
How do I add 'Favorites'? 
  1. Identify and Open an asset you would like to add as a favorite
  2. Tap the Star icon on the top right hand side of the screen
  3. The Star icon will turn blue when it has been selected
  4. Close the asset
  5. The asset will now be listed on under 'Favorites' on the Home Screen and in the 'Favorites' section within your Library
How do I email assets?

Emailing Single Assets
  1. Tap the Share icon (a box with an arrow coming out of it)
  2. Tap Email and the native email function of the iPad will enable a user to email the asset 
Emailing Multiple Assets
  1. Tap the Groups icon
  2. Tap on the Add New Group and name the group
  3. Navigate to an asset or folder and tap the Group icon
  4. Tap on the name of the Group you would like to add the folder or asset to
  5. From the Groups screen, tap the Share icon
Please Note: Large assets may be converted to links within the email instead of actual file attachments
How can I annotate assets?
  1. Identify and Open an asset you would like to annotate
  2. Select the Pen icon (enabled when it is solid blue)
  3. Tap Edit
  4. Tap on one of the annotation functions
  5. Tap on the screen to annotate
  6. Tap Done to escape the annotation functions bar
Please Note: You can toggle between the original and annotated asset or tap the trash can icon to delete the annotation. Annotations will be saved unless deleted
How can I group specific-assets together (e.g for a specific type of customer)?
 
Groups
 
Groups allow you to group documents into a call. Tap on the Groups icon at the bottom of the menu page
 
Create a New Group
  1. Tap the Add New Group field on the top left-hand side of the screen
  2. Name the Group
  3. Tap Done 
Add Assets to a Group
  1. Identify and Open the asset you would like to add to a Group
  2. Tap the Group icon on the top right hand side of the screen
  3. Tap the Group name(s) that you would like to add the asset to
  4. There will be a check mark when the asset is added to the Group 
Add Multiple Assets to the Group
  1. Open the Library or Folder
  2. Tap the Group icon on the top right hand side of the scree
  3. Tap the Group name that you would like to add the asset to
  4. Tap Add All or Select
  5. Select the assets you would like to add
  6. There will be a check mark next to the asset when it is selected
  7. Tap Done 

Please Note: To remove items, tap on Edit in the right corner of the menu screen
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