User documentation

1

Concepts & vocabulary

The words FunnelRover uses, and what each one means for your teams.

2

Getting started

From the first login to a field team at work: the setup, in order.

3

The modules at a glance

What each module does, and who uses it.

4

Account security & two-step verification

Signing in, two-step verification and recovery codes: what to do, and what to do if you lose your phone.

5

CORE — CRM & referentials

Contacts, institutions, points of sale, territories, approvals, absences and interims.

6

CONVERT — Field sales force

Cycles, cycle plans, visits and the coverage dashboard.

7

REACH — Distribution & points of sale

Points of sale, retail audits, numeric distribution, engagement and loyalty programmes.

8

ATTRACT — Landing pages & lead capture

Landing pages, their calls to action, and the leads they bring into the CRM.

9

ACTIVATE — Field events & congresses

BTL events and medical congresses, from invitation to check-in and follow-up.

10

CAMPAIGN — Promotions, codes & communication

Code campaigns, partner validation, draws, email, WhatsApp and NPS.

11

TRAIN — Training & certification

Courses, quizzes, challenges, certificates and live quiz sessions.

12

ANALYZE — Measurement & intelligence

Trends, indicators, dashboards and alerts — for Admins and Master Data.

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