Actions
- Introduction to scheduling with the Actions tab (VIDEO)
- How to use the filters in Action Tab to gain valuable insights
- How to build filters in Actions (VIDEO)
- How to save filters?
- How to use filters in Actions (VIDEO)
- How to build filters in the Actions tab
- How to find places that haven't been recently visited in the web app
- Running promotions and taking Action with Multiple Price Lists (VIDEO)
- How to mass schedule in the Actions tab
- Use Mass Scheduling to Improve Coverage (VIDEO)
- Improve planning with Mass Scheduling (VIDEO)
- How to filter places in the Actions tab
- How to filter places based on the activity status of Forms in Actions
- How to assign representatives to places in the Actions tab
- 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 multiple 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 track Out of Stocks using Mass scheduling (VIDEO)