Welcome to the first steps of Involves Stage. The materials selected here cover everything from the first steps of information registration to extracting reports from the data collected by the field team. If you are in the process of deploying your operation or it is your first time using the system, check out the 7 modules below, divided into articles from Involves Stage´s Help Center.
MODULE 1
- Macoregions and Regions: Concept and Registration
- Chain and Banner: Concept and Registration
- Points of Sale: Manual registration and Registration by import
- Access Profile: ConceptPermissions and Registration
- Employees: Manual registration and Registration by import
MODULE 2
- Products: Structure and Registration
- Product Assortment: Concept, by banner, by region and by scheduling
- Itineraries: Concept, Periodic, Scheduled and by Import
- Visits Panel: Visits report
MODULE 3
- Forms: Concept and Configuration
- Tasks: Scheduling, Registration and Individual tasks
- Goals: Concept, Configuration and Tracking
MODULE 4
- Android App: How to install it and Features
- Itineraries and Visits: Survey panel, Visits panel and Check-in and check-out
MODULE 5
- Alerts: Types and Recipients
- Field Team: Actions and Status Day
- Communication: Chat and Monitoring
MODULE 6
- Surveys: Photo report, Survey answers and OLAP Report
- Communication: Involves Stage´s Library
MODULE 7
- Licenses: License management
- Integrations: NeoGrid
Done! Up to this point you have seen the main registrations, features and reports generated by Involves Stage. If you still have any questions, please consult the Help Center regularly.
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