My company profiles in the field
Discover in detail how the company profile is presented in the mobile version of the Sidely app.
Overview of the company profile
The overview
The company profile in the mobile app is made up of several key sections for effective point-of-sale management:
Point-of-sale details: Includes an overall view, additional fields, report fields and form fields.
Items linked to the company: Includes contacts, events, campaigns, photos, notes, etc.
Form history: Displays a history of the forms filled in during your interactions with the company.
Form fields
The information collected during your routes or calls is updated each time a form is filled in.
The form history is available via the timeline on the web, where completed forms are shown in red.
Additional fields
Customize your company segmentation by filling in specific fields set up by your manager, such as:
Segment
Typology
Channel
SIRET
Report fields
These calculated fields reflect key indicators based on your activities at the point of sale:
DN (numeric distribution)
Revenue
Product out-of-stock
These indicators are also visible in an expanded REPORTS section on the web.
Notes & Events
Notes
View and enter notes related to this company.
Notes can be recorded by voice dictation to save time.
Events
View the full history of events associated with this point of sale.
Track different types of activities such as visits, order taking, in-store promotions, etc.
Forms
View the history of forms/surveys sorted by type filled in during your routes or sales actions.
This organization makes it easier to track changes without redundant information.
Data history can be set up on certain form fields to speed up data entry in the field.
Keywords
Reading a Sidely company profile
Sidely mobile company profile
Sidely additional fields
Sidely form history
Sidely notes and events