Getting started with Switchboard

Switchboard is how your agency runs field merchandising work — planning it, delivering it, and reporting back on the results.

You are signed in to one of three portals. Each one is shaped around a different job:

• Internal — the agency's HQ portal. Used to plan campaigns, schedule staff, and produce client reports.
• Field — for staff visiting stores. A focused list of today's calls with everything needed to complete them on a phone.
• Client — for the brands the agency works for. Campaign reports, briefs, and a way to request new work.

How to move around

The left sidebar is your main navigation. The top bar has your account menu and a help dropdown (the question mark). Every page has a Page guide in that dropdown that explains what you can do there.

When something breaks

If you hit an error, a red toast usually appears with a Report button. Use it — your agency team sees what happened immediately and will respond faster than if you try to describe it by hand.

Next steps

• Visit Your account to set up your profile and pick your notification preferences.
• Keep an eye on What's new in the help dropdown for updates as they ship.