Recent Activity
Collection
Customers
How to add or bulk upload customers data in Customer Collection?
Customer data can be uploaded on the FeetPort we portal that can be assigned to the field users. ...
How to map customers with specific Field users?
To map customers with specific field users, please ensure to first upload customers to collection...
How to export a customer collection in excel?
Customer data can updated in the system by field users. The updated customer data can be exporte...
How to delete customers from Customer Collection and update Customer's information ?
Customers can be removed/deleted from customer collection using two ways. To delete single custo...
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 Customer Collection to Users?
You can assign Customer Collection to users by following steps: From left Navigation Menu go to...
How to purge all data in Customer Collection?
Customer data can be uploaded as new by deleting all previous added data. This can be done in fo...
Products
How to add or bulk upload products & services?
Products can be added in the Product Collection either one by one or in bulk by uploading excel ...
How to create a Product Collection?
Companies can add product data in FeetPort for sales ordertaking process. Product can be assigned...
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?
FeetPort allows the filed/ sales teams to enter price of products in FeetPort app by creating Ord...
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 Product 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?
Follow these steps to see a detailed view of the product or service : From left Navigation Menu...
How to update/ edit Product Collection data?
To update or edit any item in Product Collection, follow the below steps: From left Navigation ...
How to purge all Product collection data?
Product data can be uploaded as new by deleting all previous added data. This can be done in fol...
Process
How to create a Process collection?
Create Process Collection: From Navigation Menu, go to Collection option,. Click the Process m...
How to add or bulk upload data in Process Collection?
Any Process related data can be added in the Process Collection either one by one or in bulk by...
How to export/ download process data in an excel file?
Process Collection is downloadable in an excel sheet through following steps: From left Navigat...
How to assign Process Collection to Users?
Process collection can be assigned to users by using following steps: From left Navigation Menu...
How to update/ edit Process Collection data?
To update or edit any item in Process Collection, follow the below steps: From left Navigation ...
How to purge all Process collection data?
Process data can be uploaded as new by deleting all previous added data. This can be done in fol...
How to remove/ delete process items from Process Collection?
To delete a process from collection follow these steps mentioned below: From left Navigation Me...
Location
How to create Location Collection?
Add cities and location in Location Collection for mapping them with the field users. You can cr...
How to add or bulk upload Location data in Location Collection?
Locations data can be added in the Location Collection either one by one or in bulk by uploading ...
How to export/ download location data to an excel file?
Location Collection is downloadable in an excel sheet through following steps: From left Navi...
How to purge all data in Location Collection?
Location data can be uploaded as new by deleting all previous added data. This can be done in fo...
How to edit/ update data in Location Collection?
To edit data in Location Collection, follow the below steps: From Navigation Menu on the left, ...
How to view and delete the Location Data?
To view and delete any data in Location Data in FeetPort, you can follow the steps: From Naviga...
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?
Catalogs can be removed as per the requirement by a Web User. To remove a catalog from the coll...