Other Console Features

Objectives - Setting up Objectives
Objectives are displayed on the tablet when Reps start and complete a call. You can set up Objectives in the console by following the instructions ...
Thu, 9 Dec, 2021 at 2:35 PM
Merchandising Requests
To create a new Merchandising Request in the app, when in a Call, Select Merchandising/New. You will be presented with a list of Brands. You must select...
Thu, 9 Dec, 2021 at 2:36 PM
Photo Gallery
Please, see the following steps; Select on Photo Gallery  On the right hand side you can choose how you wish to filter photos - start date, end da...
Thu, 9 Dec, 2021 at 2:38 PM
To check for the planogram compliance, create a survey question and upload a photo of a planogram layout: Set the text of the survey question t...
Thu, 16 Jun, 2022 at 2:11 PM
Console Users - Setting up Password
Open IntelliBrand console - you will be presented with the Login screen. Type in the User Code you received from us into the Username text field Click o...
Thu, 9 Dec, 2021 at 2:44 PM
Sync Logs
To check if Reps have synced please see the following; Open the console and go to Sync Logs Here you will see sync date/time of certain Reps
Thu, 9 Dec, 2021 at 2:45 PM
To setup CRM in IntelliBrand, you need to click on the CRM button on the top of your IntelliBrand console:   This will take you to the CRM tab, where y...
Thu, 9 Dec, 2021 at 3:07 PM
Manual Imports
Important Note: This article is only applicable is you have manual imports set up in your console. If your data is being imported from a back-end system, pl...
Fri, 10 Dec, 2021 at 10:28 AM
Using console grids
Most IntelliBrand console grids work the same way.  In this article, grid use is explained on the example of Manage Customers grid.  To start, find the...
Fri, 10 Dec, 2021 at 10:43 AM
CRM - Import
It's possible to import a CRM details file directly into a specific CRM by opening the CRM tab, selecting the CRM on the left and selecting "Import...
Fri, 10 May, 2024 at 4:41 PM