Incorporating an area feature in a field sales app provides structure, efficiency, and valuable insights that can significantly improve the overall sales process.
In CRM, Select Field Sales and click on Setting
On the setting page, select the Area and click on +Area to add a new area for a site visit
Add the area and city and click on save
A new Area will be added at the top
You can choose to view the area that you have added
In the Area, click on the Actions (3 vertical dots) and select the View button
You can view all the details of the added area
In the Area, click on the Actions (3 vertical dots) and select the Edit button
Edit the area details and Save
In the Area, click on the Actions (3 vertical dots) and select the Delete button
Give your confirmation in the popup and the area will be deleted
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Last updated 10 months ago
