Book Navigation

• Collection

• Customers

  7 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 and update Customer's information ?

  • How can a detailed view of customer be seen?

  • How to create a customer collection?

  • How to assign Collection to Users?

• 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/ download products to an excel file?

  • How to remove products from collection?

  • How can a detailed view of products & services be seen?

• Process

  1 Page

  • How to create a collection in process?

• Location

  1 Page

  • How to create Location Collection?

• 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?