How to use VynSales on mobile for field sales

· 1 min read

Field reps shouldn't have to wait until they're back at a desk to update a deal. The VynSales mobile app puts the core workflow in their pocket.

1. Get the app

Install VynSales for iOS or Android and sign in with your existing account. Your companies and permissions carry over from the web.

2. Work the essentials on the go

From mobile you can manage customers, leads, quotations, sales orders, and invoices — create a quote at the customer's site, convert it, and share the PDF on the spot.

3. Log customer visits

Start a visit and check in — the app records where the visit happened at that moment (foreground only; no background tracking). Check out when you're done. Managers see real visit activity, not guesses.

4. Share documents instantly

Generate an invoice or quotation PDF and share it straight from the device — handy for closing on-site.

5. Stay in sync

Everything you do on mobile is the same data as the web, so the office and the field never fall out of step.

Start a free trial and bring your sales team into the field.

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