This is Contele Team Field Manager Training for the company's Manager, Administrator, and Supervisor.

They are fast and objective video lessons, and you will learn how to use the Contele Team Field Manager system from basic to advanced, and become a more productive manager.

Tip: Find your question quickly in Training using the command Ctrl + F (Windows) or Command + F (Mac). If you are on your cell phone, search on your smartphone screen for "Find on the Page" or "Search"

Important: Use your Contele Team Field Manager email to fill out the mini questionnaire. In cases of typos in the email or use of personal email, it will be necessary to answer the mini questionnaire again.

Work load: 5 hours

Best Practices for You to Learn Faster:

Log into the system to view the class pages in your own account.
Bookmark this page using the CTRL + D shortcut;
Training can be started and completed on the same day, but if you take a break, make a note of the last class you stopped;
Use the links below the lessons to learn more about the functions;

Welcome


News


Advanced Settings and Parameterization


Contele Team Field Manager integration with other systems


User Registration

Know more about Users.

Place Registration

Know more about Places.

Registration of Places by Map

Know more about Places.

Mass Place Registration (Import)

Know more about Places.

Registration of Places: How to Delete Import and alert when performing procedure


Registration of Places: Registering, Configuring, and Deleting Portfolios.


Forms: Registration

Saiba mais sobre Formulários.

Forms: Association

Know more about Forms.

Bonus: Example Forms and how they look in the Contele For Teams


Form: Associate at the time of scheduling


Planning and Schedule: Scheduling by Map

Saiba mais sobre Planejamento.

Planning and Schedule: Scheduling basic


Planning and Schedule: Overview


Planning and Schedule: Visit Planning


Planning and Schedule: Auto Planning


Planning and Schedule: Difference between calculate route and best route


Planning and Schedule: How does the Repeat Visits work?


Planning and Schedule: How to reschedule visits?


Planning and Schedule: Mass scheduling for various dates


Planning and Schedule: Edit Schedule


Planning and Schedule: How to delete Pending, In Progress and Cancelled Visits


Tags

Veja mais sobre Organizar Visitas e Usuários com Etiquetas.

Place Categories

Saiba mais aqui.

Team Map: Overview

Veja mais sobre Mapa da Equipe.

Team Map: Is it possible to verify customers for prospecting?


Team Map: How do you check the route taken?


Team Map: What does each color of the Users mean?


Monitoring: Overview


Refundable: Overview


Best Route to Get to the Visit Place


Refunds Report: Analysis of the report exported in Excel [Supplementary].


Refunds Report: Date calculation does not appear, even with visits


Refunds Report: How do I export from all users and collect signature?


Refunds Report: How to enter a Visit that the User forgot to make?


Refunds Report: Why do orange dolls appear in some visits?


Refunds Report: How to change the retroactive distance traveled value?


Forms Report: Overview


Visit Report: Overview


Visit Report: What is the difference between lost and pending Visits?


Visit Report: How to remove Check-in or Check-out


Visit Report: How to validate the visits


Visit Report: Check-in and Check-out Away From Place


Visit Report: I edited a Place but the Visits History is not changed


Settings: Check-in and check-out delimitation


Complementary: Analysis of Visits exported in Excel


Places: Place Address Register Search Update


Places not visited: Visit already scheduled for the Place and Mass Scheduling


Place Visit Statement


Products: What it is and how it can be used


Products: How to Register Product


Products: How to Use in Visits


Products: Custom Fields


Products: View Product Details


Products: All Transfer Types


Products: Product Exclusion


Products: What is the QR code for and how to export it?


Products: Reports and Help


Productivity


Solving Possible Problems Yourself


Register your idea


Refer and Win

Click here to participate in the Refer and Win program.

Certificate



Contele Team Manager (Manager) Training Pass Certificate

Acess the Contele Team Field Manager Training Certification Mini Questionnaire here.

It has 10 multiple-choice questions. Each multiple-choice question is worth 10 points, with a maximum total of 100 points.

The certificate will be issued if you achieve a score equal to or higher than 80 points.

If you have more than 80 points, the certificate will be sent to the registered e-mail address within 10 minutes (check SPAM if you cannot find it).

Important: Use your Contele Team Field Manager email to fill out the mini questionnaire. In cases of typos in the email or use of personal email, it will be necessary to answer the mini questionnaire again.

Clique aqui para acessar o Mini Questionário e conseguir o seu Certificado de Aprovação.

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Update: 15 July, 2021
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