New 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.
Grace · Merchandiser (new, agency) · Corner Fresh Coogee
Grace starts with the agency on Monday. At 7:15 she installs FieldKo Atlas from the App Store and logs in with the username her manager sent. The guided first day walks her through it: download her visits, check in, complete one task, sync. She checks in at Corner Fresh Coogee at 8:00, finishes the shelf check and syncs at 8:40. Her manager sees her first completed visit before 9:00, with no classroom session.
- A guided first dayNew starters are walked through check-in, a task and sync in the app.
- Productive the first morningGrace completes a real visit on her first day, not a training exercise.
- Her manager can see itThe first visit lands in Salesforce like any other, so the manager knows she's up and running.
Grace syncs at 8:40. Her first visit is in Salesforce before 9:00.
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this example