How to use the Navigation?

You can get directions of your client in 4 different ways.

1- From the Plans screen;

• Click the Plans button from the upper left menu.
• Click the visit assigned by your site manager.
• You can get directions of your client by clicking the  button.

2- From the Clients screen;

• Click the Clients button from the upper left menu.
• Click on the client you want to get directions from the list or map tab.
• You can get directions of your client by clicking the  button.

3- From the Visits screen;

• Click the Visits button from the upper left menu.
• Click the  button in the lower right corner.
• Click on the client you will perform the visit from the list or map tab.
• You can get directions of your client by clicking the  button in the INFO tab.

4- To get the direction of the clients who have opportunities: From the Opportunities screen;

• Click on the Opportunities button from the upper left menu.
• In that page, you can access your clients who have opportunities.
• Click on the client you will perform the visit from the list or map tab.
• You can get directions of your client who has an opportunity by clicking the  button in the INFO tab.