Recent Activity
4 months ago
Collection
Customers
How to add or bulk upload customers?
To add or bulk upload customers, make sure Customer collection is created. To add customers foll...
How to map customers with specific team members?
To map customers with specific team members, please ensure to first upload customers to collectio...
How to export a customer collection?
From left Navigation menu, go to customers under Collection Select the customer collection Cl...
How to remove customers from collection and update Customer's information ?
Customers can be removed from collection using two ways. To delete single customer details follo...
How can a detailed view of customer be seen?
From left Navigation Menu go to Customers under Collection. Select the customer collection to v...
How to create a customer collection?
To create customer collection, please follow the below steps: From left Navigation menu go ...
How to assign Collection to Users?
You can assign collection to users by following steps: From left Navigation menu go to Customer...
Products
How to add or bulk upload products & services?
To add or bulk upload products, make sure product collection is created. To add products follow ...
How to create a product collection?
From left Navigation menu go to products under Collection Click on + icon Enter collection na...
How to map products with specific team members?
To map products with specific team members, please ensure to first upload products to collection....
Is there a provision to allow field team enter Price of items?
How to export/ download products to an excel file?
Product Collection is downloadable in excel sheet. From left Navigation Menu, go to Products un...
How to remove products from collection?
To delete a product from collection follow these steps mentioned below: From left Navigation me...
How can a detailed view of products & services be seen?
To see a detailed view of the product & service follow these steps: From left Navigation me...
Process
Location
Catalogs
How to add catalogs / brochures of products & services?
To add catalogs/brochures of products & services please follow the steps mentioned below: I...
What formats are supported for catalogs?
Right now only "PDF" format is supported, As catalogs are read-only and most of the filed can be ...
How to remove a catalog from collection?
To remove a catalog from the collection please follow the steps mentioned below: In the navigat...
How to download a catalog file on a mobile device?
To download the catalog file in mobile device please follow these steps mentioned below: In you...
How to share catalogs with a customer?
To download the catalog file in mobile device please follow these steps mentioned below: In you...