Managing Sales Reps

• Account Based Goals
• How to Create a Quality Sales Call Report with Outfield
• 5 Ways You Can Track Your Sales Reps With Outfield
• Territories
• How to Set Up Performance+ Metrics to Match your Company Goals
• How to Manage your Deal Pipeline

See all 7 articles

Team Activity

• Generating a Report
• Understanding Your Field Rep's Activity with Outfield

Revenue Tracking

• Revenue and Performance Tracking
• How to Set Revenue Recognition Stage

Accounts

• Merge Accounts
• How to Assign Team Members to Places
• Advanced Multi-Filtering
• Importing Locations
• Assigning Locations to Reps

Team Members

• Adding Team Members on Mobile
• I added a new team member but they don’t have any locations on their mobile app!
• Adding Team Members
• Giving a User Admin Permissions