Install Field Management for Creatio
The Field Management for Creatio add-on can automate field staff tasks.
This lets you:
- Plan field staff meetings (“visits”).
- Build optimal routes between the meeting locations on the map.
- Maintain the visit agenda and guidelines.
- Keep a record of the employee’s activities during the visit.
- Create custom visit agenda and guidelines.
Field staff uses Creatio mobile app in the field to record the meeting time frame and conduct presentations during a visit. Field Management for Creatio is fully compatible with all Creatio products. Use it as a framework for custom field apps. For example, field banking or field service.
Install the app from the marketplace to access the field functionality. To do this:
- Open the System Designer, e.g., by clicking .
- Click Installed applications. The app management page opens.
- Click Add application → Choose from Marketplace.
- Install the “Field Management” app.
If your Creatio application is deployed on-site, make sure that the application is not restricted from accessing the Internet, before you install Field Management for Creatio. To do this:
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Grant access to the website http://marketplace.creatio.com/.
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Install the Field Management for Creatio app: http://marketplace.creatio.com/app/field-module-creatio.
Learn more in a separate article: Manage apps.
To access the field sales functionality, all field staff members must be licensed separately.
See also
Set up visit rules and actions for sales reps