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The following steps are necessary for the introduction of portatour®. You can print this page to keep track of progress.
| Section | ||
| ☐ | Installation Install the portatour® package. |
Start installation |
| ☐ | Activate License Enter license data or request a trial license. |
Activate |
| ☐ | Configuration considerations Who will be visited by the field sales force? Demo version? |
Considerations for the configuration |
| ☐ | Adjust layouts Extend the Salesforce page layouts with portatour®. |
Adjust existing Page- and Search Layouts |
| ☐ | Organization settings Working hours and customer call settings for route planning. |
Organization Settings |
| ☐ | User activation Activate route planning for users. |
User Activation overview |
| ☐ | Customer activation Only activated customers are used for route planning. |
Customer activation overview |
| Optional |
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| ☐ | portatour® Anywhere For field sales force users with smartphones and 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.