Getting Started
Follow these steps to set up your company. Each step unlocks the next.
Stores
Store GPS Corrections
Review fresh store-location readings submitted by reps. A store pin changes only after approval.
Team Members
Some reps were created automatically during a store upload or Zoho sync, so they do not have a password you can share.
Click Issue Password, then send the displayed username and temporary password to the rep. They will create their own password immediately after signing in.
Store Assignments
Daily Visit Assignment
Add or move an assigned customer to a rep's plan for a specific working day.
Select a rep
Choose a team member and date to manage that day's route.
Team Weekly Plans
Review each rep's generated area plan and store list for the selected week.
Loading weekly plans...
Legacy Rotating Cycles
Set up rotating call schedules so your reps know which stores to visit each week. A typical cycle is 4 weeks, starting from the 1st of the month.
API Keys & Webhooks
API Integration
⚠ Head Office controls
This area is restricted to platform owners. Subscription overrides are recorded in the audit log; company deletion is permanent.
Companies on the platform
Rep App Configuration
Choose what sales reps can use. Administrators retain access to the full admin panel.
Subscription & Plan
Store Map
Daily Route Report
Review a rep's route, visits, time, tasks and orders for one working day.
Select a rep
Choose a team member and date to view their daily route.
Activity Logs
View system activity logs
Activity Log Entries
Team Leaderboard
Compare all active sales reps for the selected month. Reps with no value are still included.
Performance Snapshot
Load a useful reporting period in one click, then print or save it as a PDF.
Visits Needing Review
Check-ins flagged by GPS plausibility checks. Review does not mean the visit was fake — it means the data looked unusual and warrants a second look.
Missed Visits
Stores that were on a rep's call cycle but weren't visited. Detection runs nightly at 23:00 SAST.
Activity Reports
Visit Log
Rep Visit Details
See each rep's store visits for a specific day
Store Visit Coverage
Track which stores have been visited and when
Stores Not Visited
Stores that haven't been visited within a timeframe
Visit History
Execution Exception Centre
Only the field activity that needs management attention.
Prospect Review
Review field-submitted opportunities before creating a customer and assignment.
Customer Photos
Shelf, order form, contact, credit, and competitor photos shared by the team.
Daily Execution Briefs
The priorities prepared for each rep and manager from live operational data.
Field Execution Automation
Enable proven rule templates. Every run is deduplicated and traceable.
Customer Follow-ups
Assign next actions and track completion against each customer.
Help Requests
Respond to questions submitted by your team from the rep app.
RFM Customer Intelligence
Recency, frequency, and monetary value from the last 120 days of invoice or order history.