FieldKo

How to create and assign visits using FieldKo on Salesforce

Creating Visits

Set up repeat visit schedules with Salesforce automation

Create reusable visit templates for teams to execute

Bulk-schedule FieldKo Visits over a date range using filters, account sets, and visit templates

Manage Accounts in FieldKo: geolocation, Account Teams, reusable Account Sets, and seamless ownership transfers

Create, configure and manage FieldKo Questions—text, photo, picklist & more. Includes best practices, dependent logic, cloning and reporting

Create and manage FieldKo Surveys: reuse questions, collect time- and location-stamped responses, and analyse results

Plan, assign and track store visits with full audit history

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you