Bpm’online field force functionality is designed to efficiently schedule the sales reps' visits to sales outlets, build routes on the map, define the visit rules and store the actions during the visits.
By using the mobile app during the visits, the sales rep can conduct presentations, place orders in the system and form the list of products in the order.
To access the field force functionality, install the corresponding package in bpm’online. To do that, in the [System setup] block, click the [Field Force package installation] link (Fig. 177).
Fig. 177 Installing the field force package
As a result, the field sales features will be added to your system.
Attention!
To access the field force functionality, all sales reps must be licensed separately.
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