New User Support Forum

PURPOSE How to effectively manage turf and canvass utilizing SPOTIO! OVERVIEW For the most part, new reps will be focused on working inside the mobile applications. We have broken down the checklist by features.   Mobile App: Map View: Is how they can see their PINs on a Map view. They should know how to Add PINs by tap and manually Re-knock pins and how to view the PIN history of each PIN.   How to change the map view and zoom in and out and find their location. List View: Is where they can see the PINs listed out in a list. They can Open the PIN details Search for a PIN Filtering (Funnel Icon): Is where we give them the ability to drill down what they see when they are looking at the Map or List view.   Filter down by users, statuses and dates.   What it looks like when filters are applied and how this can affect searched results and displayed data Territory Management: allows you to see where on the map your sales manager wants you to spend your time knocking How to access or search for the territory they are assigned to. Leaderboard: This is a friendly competition builder that show you how each rep is performing in comparison to each other. Based off the 5 KPI groups (attempts, contacts, qualified, lead and sales) that are tied to the Statues. Appointments:  This is the mobile section where you’ll see any current or future scheduled appointments.   Currently historical appointments are only visible inside the specific PIN or on the Calendar on the web app. Differences of the  planner and calendar view