Actions
- What are "Actions"?
- Building Segments - Transforming data into Business Insights (VIDEO)
- How to save a segment?
- Taking Action on Segments to help quickly surface business insights (VIDEO)
- How to build filters in Actions tab?
- How to find places I haven't visited recently in the web app?
- Running promotions and taking Action with Multiple Price Lists
- How to use mass schedule in the Actions tab?
- Improve Coverage with Mass Scheduling (VIDEO)
- Planning with Mass Scheduling (VIDEO)
- How to filter places in Actions tab?
- How to filter forms in Actions
- How to filter places based on the activity status of Forms in Actions
- How to assign representatives to places in Actions?
- How to assign and unassign reps and tags in bulk via Actions
- How to assign multiple places to a territory in Actions?
- How to deactivate places in Actions?
- How to change the status of multiple places in Actions?
- How to set place tags for multiple places in Actions tab?
- How to take action on Out of Stocks (VIDEO)