How can I add Presentations into my Visit?

Presentations can be added to the visit from 5 different screen.

1- From the Dashboard screen;

• Click thebutton at the lower right of the dashboard screen.
• Click the New Visit button.
• Click on the client you want to add presentations.
• Click thebutton at the bottom right of the New Visits tab, then click the Presentationbutton.
• The presentation of the product will be opened, if any. You can start the presentation by clicking on the presentation you want to perform.
• Click the BACK button in the upper left corner after performing your presentation.
• You can add the presentation details to your visit by clicking the CONFIRMbutton in the upper right corner.

 2- From the Clients screen;

• Sign in to FieldPie  and click the Clients button from the upper left menu.
• Click the START VISIT button of the client you want to add presentation.
• Click thebutton at the bottom right of the New Visits tab, then click the Presentationbutton.
• The presentation of the product will be opened, if any. You can start the presentation by clicking on the presentation you want to perform.
• Click the BACK button in the upper left corner after performing your presentation.
• You can add the presentation details to your visit by clicking the CONFIRMbutton in the upper right corner.

3- From the Visits screen;

• Sign in to FieldPie and click the Visits button from the upper left menu.
• Click thebutton at the lower right.
• Click on the client you want to add presentations.
• Click thebutton at the bottom right of the New Visits tab, then click the Presentationbutton.
• The presentation of the product will be opened, if any. You can start the presentation by clicking on the presentation you want to perform.
• Click the BACK button in the upper left corner after performing your presentation.
• You can add the presentation details to your visit by clicking the CONFIRMbutton in the upper right corner.

4- From the Plans screen;

• Sign in to FieldPie and click the Plans button from the upper left menu.
• Click the visit assigned by your site manager.
• Click the RESUME button of the client you want to add presentations.
• Click thebutton at the bottom right of the New Visits tab, then click the Presentation button.
• The presentation of the product will be opened, if any. You can start the presentation by clicking on the presentation you want to perform.
• Click the BACK button in the upper left corner after performing your presentation.
• You can add the presentation details to your visit by clicking the CONFIRMbutton in the upper right corner.

5- To add presentations into your visit which has an opportunity: From the Opportunities screen;

• Sign in to FieldPie and click the Opportunities button from the upper left menu.
• In that page, you can access your clients who have opportunities.
• Click the START VISIT button of the client you want to add presentations.
• Click thebutton at the bottom right of the New Visits tab, then click the Presentationbutton.
• The presentation of the product will be opened, if any. You can start the presentation by clicking on the presentation you want to perform.
• Click the BACK button in the upper left corner after performing your presentation.
• You can add the presentation details to your visit by clicking the CONFIRMbutton in the upper right corner.