The following steps are necessary for the introduction of portatour®. You can print this page to keep track of progress.
Install the portatour® package.
Enter license data or request a trial license.
Who will be visited by the field sales force? Demo version?
|Considerations for the configuration|
Extend the Salesforce page layouts with portatour®.
|Adjust existing Page- and Search Layouts|
Working hours and customer call settings for route planning.
Activate route planning for users.
|User Activation overview|
Only activated customers are used for route planning.
|Customer activation overview|
For field sales force users with smartphones und tablets.
|What is portatour® Anywhere?|
|☐||Initialize Customer Call Settings
Automatically initialize call interval, last call date, and more fields.
|Automatically initialize Customer Call Settings|
Little ongoing administration activity is needed. portatour® stores all primary data in Salesforce, data security and backups are provided by the Salesforce platform. The application is updated by installing a new version, see chapter Updates.