Field Sales Module¶
Overview¶
Territory-based lead management with map visualization and mobile optimization.
Key Features¶
- Interactive map with lead locations
- Territory assignment and management
- Mobile-optimized lead capture
- GPS-based check-ins
- Lead conversion tracking
Components¶
FieldSalesMap- Interactive map interfaceTerritoryPanel- Territory managementMobileLeadCapture- Quick lead entry formLeadDetailsPanel- Detailed lead information
Mobile Features¶
- GPS location services
- Offline capability
- Photo capture
- Quick status updates
- Route optimization
Integration¶
- Contact module for lead data
- Work Orders for service conversion
- Messaging for customer communication