Geo Service Desk Help Center
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GFS
GFS
Articles for Geo For Sales
50 articles in this collection
Written by
Christopher Watson
GFS: Issues logging in
Users may be presented with warnings or errors when logging in to GeoSales App (iPad)
Written by
Christopher Watson
Updated over a week ago
GFS: Logging In
How to log in using iPad and issues may encounter during the process
Written by
Christopher Watson
Updated over a week ago
GFS: Presentation Material / Collateral
Viewing collateral in the app
Written by
Christopher Watson
Updated over a week ago
GFS: Using Campaign Filters
Filtering of addresses based on the offers/campaign names
Written by
Christopher Watson
Updated over a week ago
GFS: How to Create a New Address?
Adding New addresses
Written by
Christopher Watson
Updated over a week ago
GFS: Data Load Rules
Data Load Rules
Written by
Christopher Watson
Updated over a week ago
GFS: Accessing "Client Attached Data" on the App
Where to see client attached data on iPad
Written by
Christopher Watson
Updated over a week ago
GFS: What is Airwatch
What is Airwatch
Written by
Christopher Watson
Updated over a week ago
GFS: How to upload collateral
Enable collaterals on mobile devices
Written by
Christopher Watson
Updated over a week ago
GFS: Daily Usage Report on Airwatch
Daily Usage Report on Airwatch
Written by
Christopher Watson
Updated over a week ago
GFS: How to delete a collateral
Delete, Collateral, Campaigns, Offers
Written by
Christopher Watson
Updated over a week ago
GFS: Collateral Upload Guidelines
Collateral Upload Guidelines
Written by
Christopher Watson
Updated over a week ago
GFS: Where is your datacenter located?
Where do we host customer data
Written by
Christopher Watson
Updated over a week ago
GFS: Backups and Archived Data
How does GeoSales backup customer data?
Written by
Christopher Watson
Updated over a week ago
GFS: GeoSales Data Security
What are the security measures in place to protect customer data?
Written by
Christopher Watson
Updated over a week ago
GFS: What are user access types?
User roles available in GeoSales.
Written by
Christopher Watson
Updated over a week ago
GFS: Features available with each role
Different features a particular user can access in "User" tab using the console.
Written by
Christopher Watson
Updated over a week ago
GFS: Replicating Existing Users Across Instances
An existing username/user can have access to multiple client/instances within the same account.
Written by
Christopher Watson
Updated over a week ago
GFS: Searching & Editing Users
How to search and edit users
Written by
Christopher Watson
Updated over a week ago
GFS: How to restrict users from modifying other users?
What permissions are required for user managers?
Written by
Christopher Watson
Updated over a week ago
GFS: How to Retrieve Data from Extracts?
Retrieve Data, Access Captured Data, Reports
Written by
Christopher Watson
Updated over a week ago
GFS: How to download Signatures?
Download Signatures captured by Sales Rep
Written by
Christopher Watson
Updated over a week ago
GFS: Introduction to Device Tracker
How to use device tracker report
Written by
Christopher Watson
Updated over a week ago
GFS: Creating Assignments
Assigning Zones to User Groups for Canvassing
Written by
Christopher Watson
Updated over a week ago
GFS: What is a Zone Assignment?
What is a Zone Assignment?
Written by
Christopher Watson
Updated over a week ago
GFS: What is a Group?
What's a 'Group' in GeoSales Console (Schedule tab)
Written by
Christopher Watson
Updated over a week ago
GFS: Creating a Group
Create Teams or Groups of users
Written by
Christopher Watson
Updated over a week ago
GFS: Interactions
Walk Sheet | Interaction Report | Interactions Data | Interaction Outcome
Written by
Christopher Watson
Updated over a week ago
GFS: Email Integration - SPF Record setup
How to ensure GeoSales emails to customers are not marked as SPAM
Written by
Christopher Watson
Updated over a week ago
GFS: What is the source of address data?
How accurate is GeoSales dataset
Written by
Christopher Watson
Updated over a week ago
GFS: What are the flag colors on Device Tracker report
How device tracker report flags indicate interaction distance with colors
Written by
Christopher Watson
Updated over a week ago
GFS: Do I need Airwatch?
How to choose deployment method
Written by
Christopher Watson
Updated over a week ago
GFS: Change Management and Release process
what is GeoSales change management & release process?
Written by
Christopher Watson
Updated over a week ago
GFS: What is the Database used in GeoSales?
Databse technology used in GeoSales backend
Written by
Christopher Watson
Updated over a week ago
GFS: How to get address data
How to get address data
Written by
Christopher Watson
Updated over a week ago
GFS: Minimum Requirements for iPads
Which iPads are compatible with GeoSales
Written by
Christopher Watson
Updated over a week ago
GFS: Minimum Requirements for Android Devices
Which Android tablets are compatible with GeoSales
Written by
Christopher Watson
Updated over a week ago
GFS: Is GeoSales down
Is GeoSales down
Written by
Christopher Watson
Updated over a week ago
GFS: How to Create Extracts?
Creating extracts to poll captured information via console
Written by
Christopher Watson
Updated over a week ago
GFS: Updating GeoSales Password
Update Password, Change User Role or Make User Inactive(delete)
Written by
Christopher Watson
Updated over a week ago
GFS: Device GPS
GPS Location, Coordinates Accuracy, Red Flags on Device tracker
Written by
Christopher Watson
Updated over a week ago
GFS: How to choose a compatible device
How to choose a compatible device
Written by
Christopher Watson
Updated over a week ago
GFS: How to Download GeoSales
How to Download iPad app from Appstore
Written by
Christopher Watson
Updated over a week ago
GFS: Deleting a User in GeoSales
Delete User, Remove User, Deactivate User
Written by
Christopher Watson
Updated over a week ago
GFS: Account and Through!
Access, Username, Password, Login and New Account
Written by
Christopher Watson
Updated over a week ago
GFS: Branding in GeoSales
Logo | App background | Marketing | Styles
Written by
Christopher Watson
Updated over a week ago
GFS: Creating a New User
Add User, Create User
Written by
Christopher Watson
Updated over a week ago
GFS: Deleting Assignments
This article contains instructions on how to delete assignments given to a group using the GeoSales Console.
Written by
Christopher Watson
Updated over a week ago
GFS: iPad Not Updating Interactions
iPad Not Updating Interactions
Written by
Christopher Watson
Updated over a week ago
GFS: User Mapping / Access
User Mapping / Access
Written by
Christopher Watson
Updated over a week ago