Collection
Export

Collection

Customers

5 Pages

How to add or bulk upload customers?
How to map customers with specific team members?
How to export a customer collection?
How to remove customers from collection?
How can a detailed view of customer be seen?

Products

7 Pages

How to add or bulk upload products & services?
How to create a product collection?
How to map products with specific team members?
Is there a provision to allow field team enter Price of items?
How to export products to a file?
How to remove products from collection?
How can a detailed view of products & services be seen?

Process

Location

Catalogs

5 Pages

How to add catalogs / brochures of products & services?
What formats are supported for catalogs?
How to remove a catalog from collection?
How to download a catalog file on a mobile device?
How to share catalogs with a customer?

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