Audits
You can just go ahead and upload a new one. It will replace the old call cycle automatically as long as the format and fields are the same.
Tue, 24 Jun, 2014 at 1:36 PM
Calendar:
This is a monthly calendar view of the calls of a particular rep. Here you can add or remove stores from days.
Call Cycles:
...
Thu, 10 Nov, 2016 at 1:55 PM
Yes, it sure can! You can add or remove stores, individually or as a bulk action.
Individually:
Go to Audits-> Calendar
Choose the rep whos...
Tue, 24 Jun, 2014 at 2:48 PM
You cannot hard delete an audit. This has been done so that there is never a loss of data.
You need to deactivate the audit.
Choose the audit yo...
Tue, 24 Jun, 2014 at 1:54 PM
Answer inheriting allows answers to be brought in from the previous time the store was visited and the audit was done.
You can choose to clear a...
Thu, 10 Nov, 2016 at 2:04 PM
1) The first thing to do is Type in the new question. 2) "Type of Question"- if you click on the field itself (where is says "Free Text&q...
Tue, 10 Jan, 2017 at 3:21 PM