Field Module for Creatio Manages sales rep’s “to-do” list and meeting timeframe during the visits and records results of each activity.
For that, the sales rep uses a mobile device with Creatio mobile app.
ATTENTION
Only the users with the “Sales reps“ role can use the field features in the mobile app.
Note
We recommend that med reps use tablets for the best experience when working in the field. Visit pages are most informative when viewed in the horizontal layout.
The list of actions that must be performed during a visit is stored on the [Visit actions] detail of the visit page. For example, according to the rule of the visit, the visit agenda of a sales rep is as follows: check in, do a presentation, place an order for the next batch of products and check out. Use the [Field visit rules] lookup to customize the list of visit actions.
Performing visit actions offline
All visit actions are available in the offline mode of the mobile app. When working offline, you do not need to maintain a constant Internet connection. It is required to periodically synchronize the mobile application with the main application to save the changes made when using the mobile device on the Creatio server.
To synchronize the mobile app with the primary Creatio application:
1.Make sure that the mobile device has established an Internet connection.
2.Open the [Settings] section of the mobile application.
3.Click the [Synchronization] button.
As a result, the data from the primary application will be displayed in the mobile app and the primary application will display the records that were created using the mobile app.
Contents
•Working with the list of visits
•Presentations during field visits
•Placing orders during field visits
See also
•Set up rules and actions of a field meeting
