GM/DGM/SSH/FM/RMC using BSNL SFAS
How to download the Location capture report.
It's a new feature for BSNL SalesPort Web users. Now, they will be able to download the location capture report based on the retailer count to track how many location capture form have been completed against the retailers. To fetch/view the report, ...
View & download User Report
A web user can view the attendance of field users by using Single-user attendance reports or Multi-users attendance reports. View & download the Single-User Attendance Reports by following these steps: From BSNL Salesport home page, click on the User ...
FM/RMC Responsibilities
Daily Activities Check attendance Report Check Order taking Report Check attendance Report: It is very important to check attendance reports on a daily basis so that you can know how many FOS are working and how many are not working today. Start your ...
DGM/GM/SSH Responsibilities
Daily Activities View & edit users Reset Users Reset Password Delete Users View & edit Users View and edit users in case it is required for any user. This way the user track can be done. Want to know how to view & edit users (Click here) Reset Users ...
Create & Edit periodic Goals with Targets?
To create & edit periodic goals with targets, follow the steps mentioned below: From URVA Homepage, Go to Goals under Team Management. In the Active tab click on the + icon to add a new Goal Fill in the Name and Description, and select Target type as ...
Update or Assign Retailers to Users
Update or Assign Retailers in Bulk : From BSNL SalesPort Homepage, Go to the "Customers" under "Collections". Select the "Retailers" from the list of collections. Export the 'Retailers' by clicking on the downward arrow (right-hand side of the ...
View & download Beat Plan reports in Urva web
View & Beat Plan Output reports: From BSNL Salesport Homepage, go to Beat Plan reports under Analysis. Under the BEAT PLAN REPORT tab Choose the report that the user wants to view. Click on View or Download. ( You can either view the report first and ...
Assign permissions to the user for the Beat Plan
Assign permissions to the user to access the Beat Plan, the user must create separate roles having a different set of permissions. Please follow the steps mention below: From BSNL Salesport Homepage, click on Roles under Identity Management. Now ...
Assign routes to users
To assign the routes to users under the calendar tab, please follow the steps below: From BSNL SalesPort homepage, go to the Calendar under Operations. Under Planned or Unplanned, choose the User to whom the user wants to assign Beat Routes. After ...
Create & edit beat plan for mobile users
Create beat plans for team journing planning 1. From BSNL Salesport Home Screen, scroll a little down under team management, click Beat Plan 2. After clicking now if Beat Plan has already been created then the user can view the same on this screen. ...
Update Retailers in bulk
To update Retailers in Bulk, please follow the steps which are mentioned below : 1. From BSNL Salesport Homepage, go to the Customers under Collections. 2. Select the Retailers from the list. 3. Click on the +NEW icon and then choose UPLOAD to add ...
Add area name and code in Customers Collection
URVA users can add area field in Customer Collection in Bulk by using steps which are mentioned below : To add areas/codes in bulk , please follow the steps below : From BSNL Salesport Homepage, go to Customers under Collection. Select Retailers and ...