> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/field-sales/area.md).

# Area

Incorporating an area feature in a field sales app provides structure, efficiency, and valuable insights that can significantly improve the overall sales process.

### Add Area <a href="#add-area" id="add-area"></a>

In **CRM**, Select **Field Sales** and click on **Setting**

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/Mr0DRyIAqxZKuDNY1YI3/image.png" alt=""><figcaption></figcaption></figure>

On the setting page, select the **Area** and click on **+Area** to add a new area for a site visit

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/MrN5D7wQiSwtroUnLJeA/image.png" alt=""><figcaption></figcaption></figure>

Add the **area** and **city** and click on **save**

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/2YNLAMZPqgkZRNssyX8Y/image.png" alt=""><figcaption></figcaption></figure>

A new **Area** will be added at the top

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/eRx3OIKf5sZ6g73Kbm1A/image.png" alt=""><figcaption></figcaption></figure>

### View Area <a href="#view-area" id="view-area"></a>

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

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/u2S1EPhbzwoMWddMU6J4/image.png" alt=""><figcaption></figcaption></figure>

You can view all the details of the added area

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/zqUXdM4rkh3D0gEGp2cQ/image.png" alt=""><figcaption></figcaption></figure>

### Edit Area <a href="#edit-area" id="edit-area"></a>

In the **Area,** click on the Actions (3 vertical dots) and select the **Edit** button

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/Tzk0VXGXKMaNMjZEBZx7/image.png" alt=""><figcaption></figcaption></figure>

Edit the area details and **Save**

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/Tw7L0wp5DoXR4rMf9duZ/image.png" alt=""><figcaption></figcaption></figure>

### Delete Area <a href="#delete-area" id="delete-area"></a>

In the **Area,** click on the Actions (3 vertical dots) and select the **Delete** button

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/ynjCbMWYhzBrKAKXhDjq/image.png" alt=""><figcaption></figcaption></figure>

Give your confirmation in the **popup** and the area will be deleted

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/1MW0qFnJ0zaP0Oo7PW1e/image.png" alt=""><figcaption></figcaption></figure>

Last updated 10 months ago
