Actions
- Empower your Backoffice users to surface business insights and then immediately take action with our Actions tab
- How to build filters in Actions (VIDEO)
- How to save filters?
- Taking action on filters using Actions (VIDEO)
- Easily identify key events around your assets by building filters in the Actions tab
- Get a better insight into your business by identifying places that haven't been recently visited in the web app
- Running promotions and taking Action with Multiple Price Lists (VIDEO)
- Take action on your Actions business insights by using mass schedule in the Actions tab
- Use Mass Scheduling to Improve Coverage (VIDEO)
- Improve planning with Mass Scheduling (VIDEO)
- Get a better insight into your business by filtering places in the Actions tab
- Improve data analysis by filtering places based on the activity status of Forms in Actions
- Perform bulk actions by assigning representatives to places in Actions
- How to assign and unassign reps and tags in bulk via Actions
- Perform bulk Actions on places by assigning multiple places to a territory in Actions
- Perform bulk actions on places by deactivating multiple places in Actions
- Perform bulk actions by changing the status of multiple places in Actions
- Perform bulk actions by setting place tags for multiple places in Actions tab
- Efficiently tracking Out of Stocks and taking action in our Actions tab using Mass scheduling (VIDEO)