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:

1. Open the System Designer, e.g., by clicking .
2. Click Installed applications. The app management page opens.
3. Click Add application → Choose from Marketplace.
4. 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:

1. Grant access to the website http://marketplace.creatio.com/.

2. Install the Field Management for Creatio app: http://marketplace.creatio.com/app/field-module-creatio.

   Learn more in a separate article: Manage apps.

Important

To access the field sales functionality, all field staff members must be licensed separately.

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See also

Set up visit rules and actions for sales reps

Schedule sales rep visits

Set up visit actions for sales reps

Check-in verification for sales reps