Team & tracking
Day view, alarms, territories and attendance.
- See your team, visits and each person's dayTeam gives a one-line summary per person. The day view shows the route on a map, store visits, phone state and an integrity score.
- Understand and resolve alarmsAlarms flag situations that need a manager's attention while the team is working. The salesperson is notified in the app too.
- Draw territories and group staff into regionsA territory is the area a salesperson works in. A region is a group of staff. Both are set up on the Territories page.
- Work week, holidays, attendance and routesAttendance is worked out automatically from day starts and visits. You set the rules: weekend, start time, holidays and routes.
- Send a broadcast to your field teamWrite a title and message, choose who gets it, and send. Staff see it in their Inbox and as a notification.