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Operational Elements

While creating a portfolio there working zipcodes are also added from the list available of zipcodes, which also includes adding segments for the portfolio which creates a automatic chain from the Portfolio->Zipcodes->Segments. So in order to create this chain the Teams and Segements are added. The added segments will be inluded and shown in the list while creating portfolio which makes easier to select one and create chain. Segments can be multiple for the portfolio.

Teams are selected while creating a Feieldcollector's allocation parameter, in the same allocation parameter multiple segments can also be added which makes use of segemnts in 2 different ways first one was for while creating portfolio and second one is for while creating allocation paramater.

Documentation Images

  • Images Adding Team

    Adding Team

  • Images Team Lisiting

    Team Lisiting

  • Images Adding Segment

    Adding Segment

  • Images Segment Lisitng

    Segment Lisitng

Nothing bad to say about this product, we have been a customer for three years now and there have been very few outages which is more than I can say for any other CRM platform. Very happy customer here.

Mr. Jeevan, Proprietor , CashGuard Enterprises
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    Security and control features as per user and portfolio levels to ensure proper allocation.

  • Click 2 Dial

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  • Field Live Tracker

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