Field portal

Field docs

Articles for merchandisers completing calls and capturing evidence in-store.

Calls and schedule

Completing calls, schedules, and day-to-day workflows.

Completing a field call
Open a call, answer the survey, upload evidence, and submit it for review.
1 min read
Reading your schedule
How the Today view, upcoming calls, and call URLs work on the Field portal.
1 min read

Evidence

Uploading photos, notes, and other evidence for a call.

Uploading evidence
Attach photos and notes to a call so the agency and client can see what you saw.
1 min read

Issues and profile

Flagging problems and keeping your profile up to date.