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Field Sales - Admin User Guide
System Config
46
General - Overview
Account Types - Overview
Account Types - Creating and Editing Account Types
Account Types - Adding an Account Field
Account Types - Adding a Group to an Account Group Field
View all 46
Content
5
Content Overview
Adding Content
Bulk Upload of Content
Organising Content Albums
Unlinking Content
Users
3
Users Overview
Create a New User
Update User Account Profile
Accounts
3
Accounts Overview
Create a New Account
Edit an Account
Products
4
Product List - Overview
Product List - Manually adding Products
Distributor Rule - Overview
Distribution Rule - Creating a Distribution rule
Ordering
14
Order Outputs - Overview
Order Outputs - Create an Order Output
Price Lists - Overview
Price Lists - Adding a New Price List
Distributors - Overview
View all 14
Diary
18
Call Types - Overview
Call Types - Creating a Call Type
Call Types - Adding work items
Order work item
Order - Order Columns
View all 18
Ranging Groups
2
Ranging Groups Overview
Creating New Ranging Groups
Targets
2
Targets Overview
Creating and Updating Targets
Coverage
2
Coverage Overview
Setting up Coverage
IMS Importer
3
IMS Importer Overview
Granting User Access to the IMS Importer
Importing IMS Data
Help Desk Software
by Freshdesk