FieldPro Sales
FieldPro Sales - General Information
What is this workspace for ? It is relevant for any companies which have a need to: Properly record their customer database Monitor their commercial activities using FieldPro The documentation below specifies the components of this workspace Mobile User roles These are the default roles created for mobile users Sales Representative Supervisors Administrators Dashboards This is where we compile all the KPIs/reports essential for further scruinity. Our dashboards areSome readersFieldPro Sales - Workflows
The FieldPro Sales workspace comes with predefined workflows consisting of different activities designed to achieve specific objectives. Customer visits This is a simple activity for our starter pack users which is used for sales checks. It is for companies interested in simply tracking visit made to their outlets. Here are the customer visit activity questionsFew readersFieldPro Sales - Lists
Introduction Key Lists and Their Attributes Customers List SKU List Competitors SKU list Street Vendors list Vans Lists Assets lists Branding Materials Lists Target Lists Introduction FieldPro Sales provides various lists to manage different aFew readersFieldPro Sales - Dashboards
FieldPro Sales Dashboards The Fieldpro sales workspace is equipped with pre-designed dashboards. With these dashboards a company is able to track day to day activities and make informed decisions. Below are the different types of dashboards available to our FieldPro sales users. 1. Activity Dashboards Activity dashboards give an overview of the progress and performance of activities in real-time. Supervisors and management are able monitor all activities done by their field teamsFew readersFieldPro Sales - Specific configurations
How to handle multiple currencies To set up two currencies on sales activity, you need to follow these septs : 1 - Create the value on the SKU list Open the settings page of the SKU list Add one currency value on the SKU list, For Example Franc or Dollar 2 - Create an Exchange rate list On the list page click on “Create” and fill in the List information (https://storage.crisp.chat/uFew readersHow to set up 2 Currenties & add sku filter on user role
How can I set up two currencies ? To set up two currencies on sales activity, you need to follow these septs : 1 - Create the value on the SKU list Open the settings page of the SKU list Add one currency value on the SKU list, For Example Franc or Dollar 2 - Create an Exchange rate list On the list page click on “Create” and fill in the List information (https://storage.crisp.chat/users/helpFew readers
FieldPro AI
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