Field & visits
Run your route and use the field tools
20 articles
- Create an event from the web calendarSchedule a call, a visit, or a task for a company in a few clicks from the calendar.
- Create events in bulk from the Companies pageSchedule recurring calls, visits or tasks for several companies in a single operation.
- Create events from the map with the lasso toolTarget a geographic area on the map to organize a route or a phoning session.
- Manually set the order of eventsSet your own visit order when you already know your route, without using the optimizer.
- Build a prospecting call listTurn a selection of prospects into a ready-to-run call list, without wasting time.
- FAQ — Preparing your routeQuick answers to the most frequently asked questions about route preparation and the optimizer.
- Mark an event as “Scheduled” when you create itLock an event's time slot as soon as you create it and spot it easily in your calendar.
- How to Effectively Use My Schedule on the Field?
- Edit or delete an event from the calendar in the Sidely Pro appHow to edit or delete an event from the mobile calendar in the Sidely Pro app.
- How to Create an Event in the Sidely App?
- Import eventsBulk import events from an Excel file
- How to read a company profile in the app?A detailed tour of the company profile in the Sidely mobile app: details, linked items, forms, notes and events.
- How to view my companies on the map in the appDisplay and filter your stores on the map or as a list in the Sidely Pro app.
- Find your upcoming scheduled visitsUse an advanced filter on the web Map to quickly see which points of sale have an upcoming visit.
- Edit a visit form instance in SidelyLearn why a completed visit form can no longer be edited and how to save it as a draft to make changes later.
- Delete a form draftFind and delete a visit form left as a draft in the mobile app.
- Delete a completed formHow to permanently delete a 100% completed form from the Sidely web platform.