Managers can view comparison reports of all representative's activities. By viewing these reports, you can see where your reps need the most guidance and this will help your team enhance your field presence.
Viewing a Summary Report of the Visits
1. Click on the Representatives tab.
2. Click on the View As arrow, located on the right hand side of the page. Then selection the option Rankings.
3. Apply date filters to gather the data that is necessary to you. (You can also filter by the territory function if this is in use).
4. This data can then be exported to excel by clicking the Export button, located at the bottom left of the page.
Adding a Scheduled Event for a Place
Find Visit Statistics on my Reps, client and whole team
Using the Schedule to Help your Reps get organized
Adding a Scheduled Visit to you Calendar on the Mobile App