The Field Sales for Creatio extension allows automating sales rep tasks. Sales reps use Creatio mobile app in the field to check visit “to-do” list, record the meeting time frame, conduct presentations, monitor SKUs, and place orders.
Product features include:
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Planning of field staff meetings (“visits”)
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Building optimal routes between the meeting locations on the map
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Maintain the visit agenda and guidelines
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Keep a record of the employee’s activities during the visit
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Create custom visit agenda and guidelines.
You need to install the app from the marketplace to access the field functionality. To do so:
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Open the System Designer, e.g., by clicking
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Click Installed applications. The app management page opens.
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Click Add application > Choose from Marketplace.
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Install the “Field Sales for Creatio” app.
If your Creatio application is deployed on-site, make sure that the application is not restricted from accessing the Internet, before you attempt to install “Field Module for Creatio.” To do so:
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Grant access to the web site http://package-store.creatio.com/.
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Install the “Field Module for Creatio” app using the following link: https://marketplace.creatio.com/app/field-sales-creatio.
For more on adding Creatio apps, see the “Install applications from the Marketplace” article.
ATTENTION. To access the functionality, all sales rep users must be licensed separately.