Table of Contents: Objective Portal Link Accessing the Customer Health Scorecard Completing the Customer Health Score Completing the Analysis Section Adding a New Initiative Adding Initiative Details Updating Percent Complete and Monthly Progress Completing the Outcome and Marking the Initiative Complete …
PURPOSE This article describes how to use the GPS mapping feature to get directions to your next customer via Route Assistant. INSTRUCTIONS 1. Open a customer stop and tap on the Map icon 2. Google Maps will load the pin for the stop location. 3. Tap on the Pin icon for the stop, then tap the Blue …