Creating a new location through mobile app
If you have the Sales Manager you can create a new location on the mobile app.
To create a new location please follow the steps given below. Please note these
locations are mapped as office or work location of employee and are not to be
confused with customer locations.
1. Click on the + icon on the top right of your screen
2. You will be asked to select the activity you want to do. Select "Location"
3. Fill up the location creation form
Steps to be followed
- Click on the camera icon to click the photograph of the location
- Tap on "Update Location" button - City, State, Country, Pin, Latitude and Longitude
will be filled up automatically and cannot be changed
- Fill up the Name, Phone number, Address. - Submit the form by clicking on the
Submit icon
4. If you want to map some employees to this location as a Work Location then you can use the "Mapped Employee" button to map them. List of employees which you can map to this location will be limited to those who are in your reporting chain.
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