Feature

Leave requests examples

Reps request leave from the app and managers approve it in Salesforce. These stories show the request, the approval and the visits it affects.

About Leave requests in FieldKo →

1 example

On the phoneWorks Offline

Leave request from the car

A rep requests a day of leave from the app, the manager approves it in Salesforce, and that day's visits move to a colleague.Leave requestsTransfer visitsLiam · Field rep · South West territory
Other features
Store visits & call cycles 29Route planning 4Recurring visits 2Tasks & field campaigns 2Surveys 20Core ranging 8Barcode scanning 4Vision AI 2Shelf Health Scorecards 5Pack-outs 5Orders 6Turn-in orders 3Transfer visits 4Offline sync 37Reporting & Power BI 22Experience Cloud portal 1Salesforce setup 9Incidents 1Visit reminders 1Dashboards 1Smart Camera 1Notifications 1Automation 3Approvals 1Chatter 1All examples →

Store names, people and figures in these examples are illustrative.

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