> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# FieldKo for Managers

> See what managers can do in FieldKo, and where to find each tool in Salesforce.

As a manager, you plan your team's visits, give reps the right tasks, and track the results. You do this in Salesforce on your computer. Your reps see your plans in the FieldKo Atlas app after they sync.

New to FieldKo? Start with [Key Concepts](/getting-started/key-concepts).

## Before You Begin

New managers: start with [Plan Your Team's First Week](/managers/first-week). It's a guided walkthrough that uses each main manager tool once. Before you start it, complete these steps:

<Steps>
  <Step title="Get Access">
    Ask your Salesforce admin to assign you the **FieldKo Manager Permission Set**. Without it, you can't plan visits for other reps.
  </Step>

  <Step title="Open the FieldKo App">
    In Salesforce, click the App Launcher, and then select **FieldKo**. The tabs mentioned in this guide are in that app, or in the App Launcher under **All Items**.
  </Step>

  <Step title="Check That Your Reps Have Call Cycles">
    Check that each rep has an active call cycle that covers today. If a rep is missing one, ask your admin to create one. See [Call Cycles](/admin/call-cycles-and-visits#call-cycles).

    * A call cycle is the planning period a rep's visits belong to. Every visit must fall inside an active call cycle for the rep.
    * You can't plan visits outside a rep's call cycles.
    * If a rep has no active call cycle that covers today, no visits, tasks, or orders sync to their app.
  </Step>
</Steps>

## What You Can Do

| Goal | Tool | Learn More |
| - | - | - |
| Plan visits one at a time | **Visit Calendar**, **Visit Planner**, **Call Planning**, **Account Map** | [Plan Visits in Salesforce](/managers/plan-visits) |
| Plan repeating visits | **Recurring Visits** | [Plan Recurring Visits](/managers/plan-visits#plan-recurring-visits) |
| Copy visits to a new period | **Clone Visits**, **Clone Call Plan** | [Clone Visits](/managers/plan-visits#clone-visits) |
| Roll out the same work across many stores | **Field Campaign**, **Account Set** | [Run Field Campaigns](/managers/field-campaigns) |
| Cover a rep who's away | **Transfer Visits** | [Transfer Visits](/managers/field-campaigns#transfer-visits) |
| Set targets and track progress | **Objectives**, reports | [Track Your Team's Performance](/managers/monitor-your-team) |
| See where reps are and what they did | **Map**, **Attendance**, visit records | [Track Your Team's Performance](/managers/monitor-your-team) |

## How Your Plans Reach Reps

Your plans reach reps through sync, in this order:

1. You create or change a visit in Salesforce.
2. The rep syncs the FieldKo Atlas app, or the app syncs automatically in the background.
3. The visit appears on the rep's **My Visits** screen and calendar.

When the rep completes the visit and syncs, you see the results in Salesforce: check-in and check-out times, completed tasks, survey answers, photos, and orders.

<Tip>
  If a rep says a visit is missing, check that the visit's **Sales Representative** is that rep, its date is inside one of their active call cycles, and the rep has synced since you made the change.
</Tip>

## See What Reps See in the App

The rep guide walks through the app screen by screen, starting with [Find Your Way Around the App](/getting-started/navigation). Use it when you coach a rep or answer their questions.

## See Also

* [Plan Your Team's First Week](/managers/first-week)
* [Plan Visits in Salesforce](/managers/plan-visits)
* [Run Field Campaigns](/managers/field-campaigns)
* [Track Your Team's Performance](/managers/monitor-your-team)
* [Key Concepts](/getting-started/key-concepts)


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