How to do company registration?
The person who downloads the app and registers is by default the super admin. He can manage and make any other person super admin too. (Mobile Flow) ...
Fri, 25 May, 2018 at 10:44 AM
How to invite people?
Using invite, you can add your team to the Field Force Connect application so that they can use the app. (MOBILE FLOW) Step 1: Go to Menu Bar. St...
Thu, 31 May, 2018 at 5:19 PM
How to create organizational hierarchy?
This is an admin feature where you can create a group for working on a same  project or for the employees who are part of the same team.  You can also ass...
Fri, 1 Jun, 2018 at 1:12 PM
How to fill the dynamic form?
(MOBILE FLOW) Step 2: Select the form you want to fill. Step 3: Go to any question to answer it for example feedback of an AC service and its ...
Thu, 31 May, 2018 at 5:27 PM
How to create dynamic forms? (only a super admin feature)
(MOBILE FLOW) Step 1 : Go to My forms in the dashboard. Step 2 : Click on ‘+’ to fill the form and proceed.  Step 3 : Click on ‘add section’ to...
Thu, 31 May, 2018 at 5:29 PM
How to add a territory? (Only on web version)
(DESKTOP FLOW) Step 1:  Go to Menu bar. Step 2:  Select Territory master. Step 3:  Click on add new.
Thu, 31 May, 2018 at 5:31 PM
How to add a lead?
Leads are the details gathered about an individual or representative of an organization. With this feature you can create multiple clients’ details (lead) ...
Wed, 30 May, 2018 at 5:10 PM
How to assign lead?
You can assign the leads to any of your employees. If the client is interested in your products you can save them on priority basis like HOT, WARM,COLD etc...
Wed, 30 May, 2018 at 5:18 PM
How to form roaster plan or plan visits?
Field Force Connect allows you to create a roster plan to create a list of tasks to be performed in the day and assign employees to each task so that the e...
Thu, 31 May, 2018 at 5:42 PM
How to punch in attendance?
The Field Force of your Company is usually on the field. However, you will need to  keep track of whether they are coming to work and where they are wit...
Thu, 31 May, 2018 at 1:26 PM