Collection

Customer data can be uploaded on the FeetPort we portal that can be assigned to the field users. ...

To map customers with specific field users, please ensure to first upload customers to collection...

Customer data can updated in the system by field users. The updated customer data can be exporte...

Customers can be removed/deleted from customer collection using two ways. To delete single custo...

From left Navigation Menu go to Customers under Collection. Select the customer collection to v...

To create customer collection, please follow the below steps: From left Navigation menu go ...

You can assign Customers/ Contacts to users by following steps: From left Navigation Menu go to...

Customer data can be uploaded as new by deleting all previous added data. This can be done in fo...

A web user can view the assigned and unassigned customers/ contact to users by following these st...

Products can be added in the Product Collection either one by one or in bulk by uploading excel ...

Companies can add product data in FeetPort for sales ordertaking process. Product can be assigned...

To map products with specific team members, please ensure to first upload products to collection....

FeetPort allows the filed/ sales teams to enter price of products in FeetPort app by creating Ord...

Product Collection is downloadable in excel sheet. From left Navigation Menu, go to Products un...

To delete a product from collection follow these steps mentioned below: From left Navigation Me...

Follow these steps to see a detailed view of the product or service : From left Navigation Menu...

To update or edit any item in Product Collection, follow the below steps: From left Navigation ...

Product data can be uploaded as new by deleting all previous added data. This can be done in fol...

Create Process Collection: From Navigation Menu, go to Collection option,. Click the Process m...

Any Process related  data can be added in the Process Collection either one by one or in bulk by...

Process Collection is downloadable in an excel sheet through following steps: From left Navigat...

Process collection can be assigned to users by using following steps: From left Navigation Menu...

To update or edit any item in Process Collection, follow the below steps: From left Navigation ...

Process data can be uploaded as new by deleting all previous added data. This can be done in fol...

To delete a process from collection follow these steps mentioned below: From left Navigation Me...

Add cities and location in Location Collection for mapping them with the field users. You can cr...

Locations data can be added in the Location Collection either one by one or in bulk by uploading ...

Location Collection is downloadable in an excel sheet through following steps: From left Navi...

Location data can be uploaded as new by deleting all previous added data. This can be done in fo...

To edit data in Location Collection, follow the below steps: From Navigation Menu on the left, ...

To view and delete any data in Location Data in FeetPort, you can follow the steps: From Naviga...

To add catalogs/brochures of products & services please follow the steps mentioned below: I...

Right now only "PDF" format is supported. As catalogs are read-only and most of the filed can be ...

Catalogs can be removed as per the requirement by a Web User.  To remove a catalog from the coll...