Field Module for Creatio automates the work of sales reps.
Product features include:
-
Planning of field staff meetings (“visits”)
-
Building 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.
Sales reps use Creatio mobile app in the field to record the meeting time frame, conduct presentations, monitor SKUs and place orders.
You need to install the app from the marketplace to access the field functionality. To do so:
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.On the marketplace, locate and install the “Field Module 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:
-
Grant access to the web site http://package-store.creatio.com/.
-
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 “Installing applications from the marketplace” article.
ATTENTION
To access the field sales functionality, all sales rep users must be licensed separately.
Contents
•Set up rules and actions of a field meeting
