FieldPro Agent Network

• FieldPro Agent Network - General Information

  What is this workspace for ? It is relevant for any company in the financial services industry which have a need to: Map or record properly their new and exisiting agents/merchants database Onboard or recruit new and prospective agents and merchants inorder to grow their clientele Follow their visit and agent monitiring activities with FieldPro The documentation below specifies the components of this workspace Mobile User roles These are the default roles created for mobile userFew readers

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 readers

• FieldPro Sales - Workflows

  The FieldPro Sales workspace comes with predefined workflows consisting of different activities designed to achieve specific objectives. Customer visit 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 readers

• FieldPro Sales - Lists

  Customers list To record all customer information. It is made of the following attributes |Attribute tag Attribute label Attribute type | |'name Customer name Text | |'channel Channel Single choice | |'type Type Single choice | |'imageurl Outside Picture Picture | |'location GPS location GPS | |'customersegmentation Customer Segmentation Single choice | |'customerstatus Customer Status Single choice | |'phonenumber Phone numFew readers

• FieldPro 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 readers

• FieldPro 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 readers

FieldPro Agri Sourcing

• FieldPro Agriculture Sourcing

  What is this workspace for ? It is relevant for any companies which have a need to: Record properly their Farmer database Automate purchase and payment to farmers Train, inspect, and certify farmers The documentation below specifies the components of this workspace. Mobile User roles These are the default roles created for mobile users. Extension officers Supervisors Field Officers Field Coordinators Workflow and Activities Product dispatch and traceabilitFew readers

FieldPro AI

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FieldPro Detect

• FieldPro Detect

  What is this template for ? Demo video of FieldPro Detect + OptiRoutes Key features for FieldPro Detect: Automated Product detection - with its state-of-the-art artificial intelligence, the app can automatically identify and recognize products in diverse environments. Measure KPIs automatically - FieldPro Detect streamlines this task by automatFew readers