Aharon 

Field Manager

Welcome, SMART360 Administrator! Effortlessly add and manage details of your dedicated field force personnel.

Access the Field Force menu in WX section to initiate the onboarding process for new field force personnel.

Initiate the onboarding of a new field force person by clicking on the "Add" button.

Efficiently gather &amp; manage personal details of field force members.

Capture and organize field force members' address details seamlessly.

Simplify and secure recording of the financial information of field force personnel.

Streamline compliance and risk management by including a section for Know Your Customer (KYC) details

Identify and record specific skills possessed by field force members, facilitating efficient task allocation.

Define and organize the assigned areas for each field force member.

Capture and manage additional employee-specific details.

Specify the availability days of field force members for streamlined scheduling and task assignment.

Provide a review step before submission, allows to ensure the accuracy and complete details.

Upon successful creation, have the flexibility to choose format, whether in print, downloadable file, etc.

Congratulations! You've successfully completed the Field Force in SMART360. Request a detailed Product demo or sign up for a 30-day free trial today.