Retailer / Customer Discovery:
Customer Discovery is available for Sales Rep also with the ability to filter and target the next visit.
Retailer / Customer Notes:
Managers and Field users can add meeting notes / visit notes. To help them sync with earlier conversations with customers.
Retailer / Customer Lead Management:
This is an optional yet powerful feature where you would be managing the life cycle of your lead and track their cycle.
Retailer / Customer Schedule Visits:
Managers and Field users would be able to schedule their visit on selected customer. This can work in parallel with “BeatPlan”. A whole schedule will be available under ‘My Schedule’.
- Issue in listing newly created and updated retailers / customers.
- Secondary Order 'Info band' was not working in some cases.
- Order Remarks field in 'My Activity' and 'Retailer History'.