Why don’t I see places/locations in my places page?

If you do not see any places or locations on your places page, it is likely because you have not been assigned to those accounts. For access, please reach out to your administrative team.

If you’re an admin, click here (Assign Places)

Is it possible to customize reports and dashboards in Outfield?

Yes, Outfield offers flexible reporting tools and the ability to embed links to your Power BI/Domo dashboards, tailoring to your unique needs.

How do I set up integrations with Outfield? (with other systems)

We do integrations with various applications such as Slack, Calendars, Google Sheets, Hubspot via Zapier. Outfield also integrates with major ERP systems like Microsoft Dynamics, Sage, and Flourish so you can streamline your operations. more information click here https://zapier.com/apps/outfield/integrations. 

For applications that you’re interested in integrating please contact support@outfieldapp.com.

Can I get a training for my team?

We provide comprehensive onboarding, online training modules, and continuous support for your team to fully leverage Outfield CRM. Please reach out to support@outfiledapp.com for more information. 

How do I add team members?

You can add new users through the Setup > Team Members section, where you can also assign roles and permissions. Click here for more information. (Adding Team Members)