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Find My Team

Need to locate your team? Want to see where your sales representatives are or the last location they visited? SPOTIO has a feature that can help with that! The Find My Team feature is a layer built into the Map View that helps you to locate your representatives while they’re in the field.   What’s Covered in this Article: Why is Find My Team beneficial? How to use Find My Team. Why is Find My Team beneficial? Find My Team can help you to manage the activity and progress of your sales representatives. In real time, you can locate your representatives and monitor their activities.   Accountability is key in this role and you want to be sure that routes are completed and your representatives are being productive - not busy. The Team Finder feature provides you this security and displays the representatives’ recent activities; whether scheduled or completed. How to use Find My Team As an Admin/Manager user, you can use the Team Finder layer to locate your sales representatives out in the field in real time. Find My Team - Web App : Step 1: Log into app.spotio2.com . Go to the Map by clicking on the icon. Next , click on the Layer Menu   . Step 2 : Click on toggle to activate the Find My Team filter. The Find My Team layer will identify all active and inactive representatives in the field.    Icon Status Active Representative Appears as “ONLINE” and their current location and activity will be displayed. Inactive Representative Appears as “OFFLINE” and only their last known location will be displayed.   Find My Team - Mobile :  Step 1: Open the SPOTIO app and enter your phone number and click SIGN IN OR SIGN UP Step 2: A text containing a four digit passcode will be sent to the number provided. Enter this number into the app and access will be granted.   If the passcode is not received a new one will be sent when the timer reaches 0:00. Step 3: Go to the Map by clicking on the icon. Next click on the Layer Menu   and click the toggle to activate Find My Team. The Find My Team layer will identify all active and inactive representatives in the field.    Icon Status Active Representative Appears as “ONLINE” and their current location and activity will be displayed. Inactive Representative Appears as “OFFLINE” and only their last known location will be displayed.   Please be aware that the representative must have their GPS enabled in order to appear as ONLINE. The location and activity data is updated every minute; unless the representative is in Low Data Mode.