Portfolio & Compagnies
Manage your company portfolio and assignments
26 articles
- Create a contact from the web platformTwo ways to create a contact on the Sidely web platform: from a company record or from the Contacts tab.
- Add multiple contacts to the same company record in the Sidely Pro appLearn how to add and manage several contacts on a single company record in the Sidely Pro mobile app.
- Edit a contact from the appHow to edit a contact's details from the Sidely Pro mobile app.
- Bulk import my contacts via an Excel file in SidelyFollow these steps to bulk import your contacts from an Excel file and link them to the companies already in Sidely.
- Overview of the company profile on the web platformDiscover the three main sections of the company profile on the Sidely web platform.
- Create additional fieldsA tool for customization and advanced analysis
- Set up company statusesQualify your customers according to their lifecycle stage.
- Create and apply a company tagSegment your points of sale by your own criteria, beyond the standard fields
- Import my companies into SidelyBulk import companies from an Excel file
- Manually create a company from the webManually create a company or point-of-sale record from the Sidely web platform.
- Create and display a calculated field in SidelyCreate a calculated field on company records from existing data to enrich your views and reports.
- Create and display form fields on the company recordDisplay the data collected by your teams in the field
- Create and display a per-product indicator on a company record[Business plan] - Your field teams can see at a glance which KPIs to focus on during their next visit
- Organize additional and calculated fields on the company recordAdd a field (for example, a calculated field) to a custom category so you can view it from the Sidely map.
- Apply visit frequencies to my points of saleStructure your sales routes and plan your activities efficiently.
- Update your companies with a bulk importIdentify and avoid duplicates when importing or re-importing a company file into Sidely.
- Update your companies: enrich geographic dataComplete and correct the addresses and geographic coordinates of your points of sale in Sidely.
- Properly change a company's parentBest practices for changing a company's parent in Sidely without creating duplicates or incorrect links.
- Bulk edit companies from the Companies pageApply changes to all or part of your database, such as reassigning one or more points of sale to another sales rep.
- Bulk import a history of company notes via an Excel fileCentralize the information related to your companies.
- Visibility of visit commentsWho can see visit comments in Sidely, depending on role and permissions.
- Discover the Sidely Map: the heart of your field CRMView, analyze and organize your entire point-of-sale portfolio from a single geographic view, on the web and on mobile.
- Company display modes on the mapDynamic color coding that highlights your data and helps you make the right decisions.
- Use "star" mode territory visualizationAssign your sales portfolios more easily with a clear, intuitive view centered on a central point.
- Track your sales reps' activity from the mapUse advanced filters, saved views, and display modes on the Sidely map to monitor your sales team's field activity.
- Change the map background on the webCustomize the map display for better readability.