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Outfield Support

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Latest activity by Outfield Support
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    Outfield Support created an article,

    How to Set Up Performance+ Metrics to Match your Company Goals

    Every company has different expectations for what high performance should look like, which is why the new Performance+ system allows you to customize your entire League Play™ point system! It’s now...

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    Outfield Support created an article,

    Create and Assign Goals with Outfield for Peak Performance

      With Goals, admins can now create and assign objectives/goals for their entire team or specific team members. Please note:  Different plan types will have different goal metrics options. This is ...

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    Outfield Support created an article,

    Outfield’s Bulk Updating Feature: Update Multiple Accounts

    Often the accounts you do business with experience changes that you need to adjust for in your CRM! This may be territory realignment, new custom fields, or anything else that may have changed as y...

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    Outfield Support created an article,

    Integrations with Zapier

    Outfield has an open API making it possible to integrate with other business solutions! In addition to direct API integrations, customers can also create amazing integrations and automations with Z...

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    Outfield Support created an article,

    Colorization on Mobile

    Changing the color of your pins helps organizations filter and visualize various groups of customers to make sure they are visiting the right customers under the right circumstances. Users of Outfi...

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    Outfield Support created an article,

    Routing on the Mobile App

    Routing is the best way to get to and from your locations with great efficiency saving you time and money while also increasing the amount of touchpoints you can make throughout the day. You can st...

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    Outfield Support created an article,

    Generating a Report

    Generating a professionally styled PDF report is easy with Outfield. Pull high level insights as well as detailed visit reports for your team's field activity, all with the click of a button. Start...

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    Outfield Support created an article,

    The Bar Chart

    The Team Activity bar chart is a great way to see how productive you're being in comparison to the rest of your field team. You can see how many activities you are doing and how many your colleague...

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    Outfield Support created an article,

    Adding Team Members on Mobile

    If you're a completely mobile sales operation, managing your team from a laptop just won't cut-it. Outfield gives you the option to add, manage, and deactivate users all from your phone or tablet. ...

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    Outfield Support created an article,

    Checking-in to a Location

    Performing "Check-ins", "Meetings", and "Notes" are core functions of Outfield and it's important that you know how to execute them. Let's take a look at Check-ins... Here's a Short Video Explainer...