FieldPie Destek

Getting Started 5

• How to install FieldPie Mobile Application?
• How to sign in FieldPie?
• How to create a New Subscription?
• How to get a new password?
• How to change my password?

Client Management 5

• How to add New Clients?
• How to filter the Clients?
• How to access the Client Information?
• How to edit the Client Information?
• How to use the Navigation?

Field Force Tracking 1

• How to view the Field Force?

Visits 7

• How to start a Visit?
• What kind of activities can be added into the Client Visits?
• How can I complete my visit?
• How can I access the Visit Details?
• What is the easiest way to access My Most Recent Visit?

7 tanenin tamamını görüntüle

Opportunity Management 6

• How can I access the Client Information from the Opportunities screen?
• How can I edit the Client Information from the Opportunities screen?
• How to filter Clients in the Opportunities screen?
• How can I add opportunities to my clients?
• How can I access to my opportunities?

6 tanenin tamamını görüntüle

Product Management 2

• How to filter products from the Products / Services screen?
• How can I access the Product / Service Details?

Photos 2

• How can I add Photos into my Visit?
• How can I delete the photos that I add during my Visit?

Notes & Reminders 5

• How can I add Notes into my Visit?
• How can I delete the notes that I add during my Visit?
• How can I access to my Reminders?
• How can I Update My Reminders quickly?
• How can I delete My Reminders?

Purchase Orders 2

• How can I add Purchase Orders into my Visit?
• How can I delete the Purchase Orders that I add during my Visit?

Presentations 2

• How can I add Presentations into my Visit?
• How can I delete the Presentations that I Add during my Visit?

Forms 2

• How can I add Forms into my Visit?
• How can I delete the Forms that I Add during my Visit?

Feeds & Messages 2

• How can I publish Feeds to the Field Force?
• How can I send a message to the Field Force?

Online / Offline Using 2

• Can I Use FieldPie in Offline Status?
• Why I couldn't see the assigned plan?

Reporting & Analysis 1

• How to manage the Dashboard screen?