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Field Staff Overview
The field staff module allows you to assign products your field staff should sell, set sales targets(by products SKU), as well as see the Route plan of your field staff on the map. You can access the field staff module from the panel on the left of the dashboardThe field staff module contains a table showing the names of your field staff registered, their usernames, their assigned distributor(s), and some action buttons. At the top of the page, you will see a button to Bulk Upload User Products. This button allows you to set the products your reps can sell as well as set targets (by product quantity) for them on those products. You can simply download the sample file and fill in the appropriate details.
Please note that if you want the rep to be able to sell a product but you don’t want to assign a quantity target for that rep, just fill in 0 in the “Product Target” column.
There is also a button to download user activities. This will give you a report showing the field staff’s activity versus the targets that have been set for them in visits, sales, quantities sold, e.t.c.