[EN] Places
Learn all the features, from basics to advanceds!Very popular[EN] How to create "Places" automatically with Google Sheets
Learn how to automatically create and edit "Places" in Contele Field Manager using Google SheetsSome readers[EN] How to delete multiple Places at once? (Bulk Exclusion)
Learn the method to delete a lot of places once according to your necessity.Some readers[EN] Permission to edit and register new Places
Understanding who has permission and how to block.Some readersHow to use the Place Categories function (Places, Customers, Leads, Prospects ...)
Categories serve to differentiate the Places (Locations, Clients, Leads, Prospects ...), according to your need to see them within your work routine.
📌 Within the system it is possible to filter by one or more categories.
📌 Each Site can have only 1 Category at a time, but it can be changed and the history is saved within visits to the Site.
See options for best practices that some of our customers have been using.
For this I will divide the subject for 2 types of teams:
A)Some readers[EN] Place Note
You can now place annotations at locations registered with the Contele Field Manager teamSome readersLearn how to create a CSV template for importing Places.
When completing the Places information, you should save the spreadsheet as a CSV file. Generally, all spreadsheet software on the market has this option, in the menu "Files", option "Save as ...".
In the EXCEL
Save as > Type: CSV (Comma Separated) > Save.
A new interactive window will automatically open, select the option: YES.
If after asking you if you want to save, click NO and cSome readersDelete all Locations or selection
Delete multiple Locations from the system (mass action).
Why would I delete multiple locations from the system? "I did a wrong import"
Create a category called "DELETE", so that it is only assigned to the locations you want to delete.Some readers[EN] Reposition a place to validate position
Reposition, know what is and how to use this feature in your companySome readersRegister Places and schedule visits without internet?
It is possible to register new Places in the App and schedule visits in areas without 3G / 4G coverage.
But we indicate that the smartphone always has an internet (data) active to perform the synchronization as soon as possible.
Registering the address:
Click Menu and then Places .
Click the doll icon to add New Place .
Fill in the address and click Next .
Enter the location data and click Next .
After that a message will appear asking if you want to scSome readersTutorial: How to import and export Places (Clients, Leads, Prospects, etc.) into Contele Team Field Manager
In this tutorial you will see how to create the file for import, edit and import it in the Contele Team Field Manager system.
How to import Places
1st step: Get your database.
The first step is to have a file listing all the places where your team visits.
If you haven't already, you can create one with Google Sheets, or you can use our standard template
Record information about thFew readersWhat are Local statuses?
The Contele Team Field Manager uses the Google Maps system to inform the locations of visits and users of the tool.
In order for the manager to be sure that the visits were carried out and in what way, the system indicates the employee's check-in at the determined location.
Validated : This status means that an employee was actually at the Place's location and performed a check-in confirming the correct position of the address.
Geopositioned: This status indicates that the Place haFew readers
