## [Create a New Prospect Account In Field](/content/create-a-new-prospect-account-in-field/index.html)

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) \| Jul 20, 2024 \| [Business Process](/content/category/business-process/index.html)

Business Process Overview Account Creation: Create new account, capturing compulsory details such as name, address and contact details.  Capture Geolocation: Trigger the capture of geo coordinates to increase future visit accuracy Assign initial attributes: Define...

## [Execute an Ad-Hoc Audit](/content/execute-an-ad-hoc-audit/index.html)

Business Process Overview Check into visit and confirm location: Verify the field user’s presence at the correct location. Start ad hoc audit guide: Guide user to audit the correct items with a dynamic, logic driven process to capture stock check, merchandise...

## [Action Account Objectives](/content/action-account-objectives/index.html)

Business Process Overview Define annual account objectives with management: Establish clear yearly goals in collaboration with management. View the annual account objective on mobile: Access the defined objectives on a mobile device for easy reference. Execute tasks...

## [Create Account Objectives](/content/create-account-objectives/index.html)

Business Process Overview Check into visit and confirm location: Verify the field user’s presence at the correct location. Review existing Account Objectives: check existing objectives, their status, timelines and type. Start Create Objectives Guide: Follow...

## [Perform a Stock Check](/content/perform-a-stock-check/index.html)

by [Ursula Brady](/content/author/ubrady/ "Posts by Ursula Brady"/index.html) \| Jul 14, 2024 \| [Business Process](/content/category/business-process/index.html)

Business Process Overview  Check into visit and confirm location: Verify the field user’s presence at the correct location. Capture Photo: Get instant share of shelf results with image recognition Capture stock details: Capture new stock check, with stock...

## [Define, View & Execute User Objectives](/content/define-view-execute-user-objectives/index.html)

Business Process Overview Define annual objectives with management.  View the annual objective on mobile. Execute tasks that contribute to meeting objectives. Track progress against objectives on mobile device. Reward based on objective performance. Download Business...