Moment
Examples: before the visit
What the rep sees before walking in: the day's visits, the route and the store's history. Each story shows how Atlas prepares a visit, with or without a signal.
10 examples
On the phone
Monday morning download
A rep logs in with her Salesforce username and her whole week (accounts, visits and surveys) is on the phone before she leaves home.Offline syncStore visits & call cyclesMia · Field rep · North Shore territoryOn the phoneWorks OfflineToday's route, planned at the kitchen table
A rep sees today's twelve visits on a map, adds two nearby accounts and sets the best order between stops before leaving home.Route planningStore visits & call cyclesSam · Territory rep · Eastern Suburbs territoryOn the phoneWorks OfflineStore history before walking in
Before walking into a pub, the rep sees the last visit's notes, score, open tasks and order, so the conversation starts where it left off.Store visits & call cyclesOffline syncBen · Field rep · The Royal Hotel, LeichhardtOn the phoneWorks OfflineNearby account added to the day
Between visits, the map shows an overdue store two streets away, and the rep adds it to today as an unplanned visit.Route planningStore visits & call cyclesJosh · Field rep · Riverside Fuel & Go areaOn the phoneWorks OfflineLeave 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 territoryOn the phoneWorks OfflineNew merchandiser's first day
A new agency merchandiser logs in, downloads her day and completes her first visit with the guided first day, without a training room.Store visits & call cyclesOffline syncGrace · Merchandiser (new, agency) · Corner Fresh CoogeeOn the phoneWorks OfflineRecurring visit, already in the calendar
A fortnightly visit is set up once, and the next three are already in the merchandiser's app, so no store slips off the cycle.Recurring visitsStore visits & call cyclesLeah · Merchandiser · Metro Grocer Bondi JunctionOn the phoneWorks OfflineMissed check-in, reminded
A rep running behind gets a reminder 15 minutes after a planned start, taps it and checks in, so the visit isn't lost.Visit remindersStore visits & call cyclesJosh · Field rep · Harbourside Fuel & GoOn the phoneWorks OfflineYour numbers, on the phone
Between stores, a rep checks her own call compliance and promo results on a dashboard in the app, even with no signal.DashboardsReporting & Power BIMia · Field rep · North Shore territoryOn the phoneNew phone, nothing lost
A rep checks Pending Changes is zero before logging out of her old phone, then logs in on the new one and her day downloads.Offline syncLeah · Merchandiser · Bondi territoryStore names, people and figures in these examples are illustrative.
See what a store visit looks like in FieldKo.
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