Learn to organise field visits for sales and delivery reps in Daftra, from areas and route templates to assigning daily routes and tracking visits and their reports.
Many businesses depend on reps visiting customers in the field. Daftra's sales reps management app brings those visits into one cycle: areas, route templates that list customers in a set order, and daily routes assigned to reps on specific dates.
The course covers installing the app and configuring its settings, placing customers on the map and building route templates, then assigning them to reps. It also shows how a rep works through their visits, uploading photos, adding notes and recording each outcome, and how a supervisor follows up.
It closes with the daily route reports and their charts, so you can see which visits were completed and which were not.
7 lessons • 58 minutes
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Businesses that rely on field visits to customers, such as consumer goods and beverage distribution, pharmaceutical companies and medical reps, shipping and delivery, meter reading, and pest control and sanitisation.
A route template lists a group of customers in a set order within an area. A daily route assigns that template to a rep on a given date; when it is saved, the system creates one visit per customer.
Field visits depend on both the customer's location and the rep's, so the browser must allow Daftra to access your location.
The videos are recorded in Arabic. Every lesson has an English transcript and English captions.
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