# Product Guides - [Field Sales](https://help.quickappflow.com/product-guides/field-sales.md): A field sales app is essential for modern businesses to streamline their sales processes, improve customer relationships, boost sales productivity, and stay connected and competitive in business. - [Area](https://help.quickappflow.com/product-guides/field-sales/area.md): Incorporating an area feature in a field sales app provides structure, efficiency, and valuable insights that can significantly improve the overall sales process. - [Route](https://help.quickappflow.com/product-guides/field-sales/route.md): Adding a route feature in a field sales app is essential for optimizing sales operations and enhancing the productivity and efficiency of sales representatives. - [Scheme](https://help.quickappflow.com/product-guides/field-sales/scheme.md): A scheme is a discount offer for a particular customer and product for a specific time period. - [Product Price](https://help.quickappflow.com/product-guides/field-sales/product-price.md): To process any order,product price is an essential factor during any site visit. An offer price is made to the customer when they negotiate for a product during a site visit for a specific time period - [Product](https://help.quickappflow.com/product-guides/field-sales/product.md): Organizations provide goods and services as a product. A list of products is an important part of business process. - [Customer](https://help.quickappflow.com/product-guides/field-sales/customer.md): A customer is an individual or entity that has a relationship with a business. - [Announcement](https://help.quickappflow.com/product-guides/field-sales/announcement.md): To declare any information for sales representatives, there is an announcement. In announcement, admin can add and check all the announcements added by all the sales representatives. - [Document](https://help.quickappflow.com/product-guides/field-sales/document.md): In the document, the admin can add related documents, photos or videos of site visits for the sales representatives. - [Today Plan](https://help.quickappflow.com/product-guides/field-sales/today-plan.md): A site visit to place a product order involves a sales representative or a sales team visiting a customer's location or business premises to facilitate the process of placing an order for products. - [My Visits](https://help.quickappflow.com/product-guides/field-sales/my-visits.md): In My visits, you can check all the details of the started site visits for that date - [Weekly Plan](https://help.quickappflow.com/product-guides/field-sales/weekly-plan.md): A weekly plan is a valuable tool for effective time management, goal achievement, and maintaining well-organized working hours. - [Orders](https://help.quickappflow.com/product-guides/field-sales/orders.md): When a customer wants to place an order over the phone instead of site visit, you can add direct order in the Orders - [Route Plan](https://help.quickappflow.com/product-guides/field-sales/route-plan.md): In the route plan, admin can check the weekly plan added by all sales representatives for the assigned routes - [Visit Report](https://help.quickappflow.com/product-guides/field-sales/visit-report.md): Admin can check all the site visits by route, agent, and date. - [Reports by Orders](https://help.quickappflow.com/product-guides/field-sales/reports-by-orders.md) - [ Reports by Orders](https://help.quickappflow.com/product-guides/field-sales/reports-by-orders/reports-by-orders.md): In Field sales dashboard admin can check all the reports as per orders, visits, and target. - [Reports by Visit](https://help.quickappflow.com/product-guides/field-sales/reports-by-visit.md) - [Reports by Visit](https://help.quickappflow.com/product-guides/field-sales/reports-by-visit/reports-by-visit.md): In Field sales dashboard, admin can check all the reports as per visit - [Reports by Target](https://help.quickappflow.com/product-guides/field-sales/reports-by-target.md) - [Add Customer from the Mobile App](https://help.quickappflow.com/product-guides/field-sales/add-customer-from-the-mobile-app.md): A customer's presence in a field sales app is essential for effective sales processes.Sales representative require access to customer data,like contact information, route name & past interactions - [Presentations in Mobile App](https://help.quickappflow.com/product-guides/field-sales/presentations-in-mobile-app.md): In presentations, sales agent can download and check all the documents, photos, and videos related to the site visit - [Tracking](https://help.quickappflow.com/product-guides/field-sales/tracking.md): In tracking, the admin can check the exact location of the sales agent for the started and ended site visits on the selected date. - [Attendance Report](https://help.quickappflow.com/product-guides/field-sales/attendance-report.md): In the attendance report, you can check the daily attendance of employee, their check-in, check-out time, total working hours, status(present/absent), check-in and check-out location - [FSA-Payment Collection](https://help.quickappflow.com/product-guides/field-sales/fsa-payment-collection.md) - [CRM](https://help.quickappflow.com/product-guides/crm.md): CRM plays a crucial role in enhancing customer satisfaction,optimizing sales and marketing efforts,and fostering long-term customer relationships,thereby contributing significantly to a business's suc - [Lead](https://help.quickappflow.com/product-guides/crm/lead.md): “Leads” is a term commonly used in various contexts to refer to potential customers or opportunities that a business or individual can pursue for sales, marketing, or other purposes. - [Lead Activity](https://help.quickappflow.com/product-guides/crm/lead-activity.md) - [Opportunity](https://help.quickappflow.com/product-guides/crm/opportunity.md): Opportunity is a potential business deal or interaction that could lead to a sale or a positive outcome for a company. Opportunities tracked and managed within a CRM. - [Opportunity Activity](https://help.quickappflow.com/product-guides/crm/opportunity-activity.md) - [Customer](https://help.quickappflow.com/product-guides/crm/customer.md): A customer is an individual or entity that has a relationship with a business. - [Customer Activity](https://help.quickappflow.com/product-guides/crm/customer-activity.md) - [Contact](https://help.quickappflow.com/product-guides/crm/contact.md): The Contacts feature within QuickAppFlow enables you to consolidate all your contacts into a single location, complete with their affiliations with corresponding companies. - [Quotation](https://help.quickappflow.com/product-guides/crm/quotation.md): Quotations provide a clear breakdown of the products or services being offered, their associated costs, and any terms and conditions. - [Share Quotation through Email](https://help.quickappflow.com/product-guides/crm/quotation/share-quotation-through-email.md) - [Invoice](https://help.quickappflow.com/product-guides/crm/invoice.md): Invoice is a critical element in the sales process, as it formalize payment requests,record transactions,ensure legal compliance,aid in financial management, and contribute to efficient communication. - [Share Invoice through Email](https://help.quickappflow.com/product-guides/crm/invoice/share-invoice-through-email.md) - [Purchase Order](https://help.quickappflow.com/product-guides/crm/purchase-order.md): Purchase orders play a pivotal role in maintaining order accuracy, contract adherence, and efficient communication between buyers and sellers in the sales process. - [Target](https://help.quickappflow.com/product-guides/crm/target.md): Clear targets give sale representative a clear direction and purpose, helping them prioritize their efforts. - [Marketing](https://help.quickappflow.com/product-guides/crm/marketing.md) - [Configure Email Campaign](https://help.quickappflow.com/product-guides/crm/marketing/configure-email-campaign.md): “Email Campaign" refers to the process of planning, creating series of targeted emails with the goal of achieving specific objectives, such as promoting products, or increasing conversion - [Configure SMS Campaign](https://help.quickappflow.com/product-guides/crm/marketing/configure-sms-campaign.md): Configuring an SMS (Short Message Service) campaign involves setting up and organizing all the necessary components to execute a targeted and effective SMS marketing campaign. - [Sales Pipeline](https://help.quickappflow.com/product-guides/crm/sales-pipeline.md): A sales pipeline is a visual representation and systematic approach to tracking the various stages that potential customers go through as they move from being initial leads to becoming actual customer - [Stages](https://help.quickappflow.com/product-guides/crm/sales-pipeline/stages.md) - [Product](https://help.quickappflow.com/product-guides/crm/product.md): Organizations provide goods and services as a product. A list of products is an important part of business process. - [User Mapping](https://help.quickappflow.com/product-guides/crm/user-mapping.md) - [User Permission](https://help.quickappflow.com/product-guides/crm/user-mapping/user-permission.md) - [Company](https://help.quickappflow.com/product-guides/crm/company.md): QuickAppFlow allows you to add a company with all the necessary details. Company details provide context about the customer's business, helping sales and support teams tailor their interactions. - [Company Activity](https://help.quickappflow.com/product-guides/crm/company-activity.md) - [Company](https://help.quickappflow.com/product-guides/crm/company-1.md) - [Bulk Edit Lead](https://help.quickappflow.com/product-guides/crm/bulk-edit-lead.md): Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity by offering to manage and update data in larger quantities within the system. - [Bulk Edit Opportunity](https://help.quickappflow.com/product-guides/crm/bulk-edit-opportunity.md): Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity, offering to manage and update data in larger quantities within the system. - [Bulk Edit Customer, Contact and Company](https://help.quickappflow.com/product-guides/crm/bulk-edit-customer-contact-and-company.md) - [CRM Users](https://help.quickappflow.com/product-guides/crm/crm-users.md) - [Create Invoice](https://help.quickappflow.com/product-guides/crm/create-invoice.md) - [WhatsApp Campaign](https://help.quickappflow.com/product-guides/crm/whatsapp-campaign.md) - [CRM List](https://help.quickappflow.com/product-guides/crm/crm-list.md) - [Employee Helpdesk](https://help.quickappflow.com/product-guides/employee-helpdesk.md): An employee helpdesk, also known as an internal helpdesk or IT helpdesk, is a centralized support service within an organization that assists employees with various technical, operational issues. - [Create Ticket](https://help.quickappflow.com/product-guides/employee-helpdesk/create-ticket.md) - [Manage Ticket](https://help.quickappflow.com/product-guides/employee-helpdesk/manage-ticket.md) - [Update Ticket](https://help.quickappflow.com/product-guides/employee-helpdesk/update-ticket.md) - [User Mapping](https://help.quickappflow.com/product-guides/employee-helpdesk/user-mapping.md): Helpdesk permissions are designed to ensure that the right people have appropriate access to the information and functionality they need to effectively manage and resolve customer or user inquiries - [User Permission](https://help.quickappflow.com/product-guides/employee-helpdesk/user-mapping/user-permission.md) - [Out Duty Request](https://help.quickappflow.com/product-guides/employee-helpdesk/out-duty-request.md): An out of duty request for attendance is a formal application by an employee to be excused from work due to personal reasons or emergencies, seeking approval for the absence. - [Regularization Request](https://help.quickappflow.com/product-guides/employee-helpdesk/regularization-request.md): A formal request by an employee to correct errors or discrepancies in their recorded attendance, such as missed clock-ins or clock-outs, to ensure accuracy in their work hours. - [FAQ and Details](https://help.quickappflow.com/product-guides/employee-helpdesk/faq-and-details.md): FAQ: A list of common questions and answers to help users quickly resolve issues. Details: In-depth information or descriptions about a product, service, or process. - [Recruitment and ATS](https://help.quickappflow.com/product-guides/recruitment-and-ats.md): A recruitment app is a software application designed to streamline and optimize the process of hiring new employees for organizations. It serves as a digital platform that facilitates various aspects - [Candidate Requisition](https://help.quickappflow.com/product-guides/recruitment-and-ats/candidate-requisition.md): A candidate requisition, also commonly referred to as a job requisition or a job posting, is a formal document or process used by organizations to initiate the hiring process for a new employee. - [Create and Manage Job](https://help.quickappflow.com/product-guides/recruitment-and-ats/create-and-manage-job.md): A job post, also known as a job advertisement or job listing, is a written announcement created by an employer or a hiring organization to attract potential candidates for a specific job vacancy. - [Add Job Image](https://help.quickappflow.com/product-guides/recruitment-and-ats/create-and-manage-job/add-job-image.md): Adding a job post image involves including a visual element in the listing. This image can be uploaded from the local drive or selected from a media library. - [Create and Manage Candidate](https://help.quickappflow.com/product-guides/recruitment-and-ats/create-and-manage-candidate.md): "Candidates" are individuals applying for a job within an organization, expressing interest through the recruitment process from application to selection. - [Job Tracker](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker.md): A job tracker is a system that centralizes and manages job or project progress, organizing and updating information efficiently. - [Add candidates in the tracker](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/add-candidates-in-the-tracker.md) - [Recruiter can perform different action](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action.md) - [Shortlist](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/shortlist.md) - [Create HW test](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/create-hw-test.md) - [HW submission reminder](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/hw-submission-reminder.md) - [Send HW test for review](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/send-hw-test-for-review.md) - [Create technical test](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/create-technical-test.md) - [Schedule Interview](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/schedule-interview.md) - [Cancel Interview](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/cancel-interview.md) - [Send offer approval](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/send-offer-approval.md) - [Send offer](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/send-offer.md) - [Upload resignation](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/upload-resignation.md) - [Upload documents](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/upload-documents.md) - [Update Profile](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/update-profile.md) - [Shared JD](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/shared-jd.md) - [Move Candidate](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/move-candidate.md): Moving a candidate from one tracker to another typically refers to transferring or shifting information about a job candidate from one recruitment or applicant tracking system to another. - [Copy Job URL](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/copy-job-url.md): "Copy job URL" means duplicating the web link associated with a job posting for sharing or distribution. - [Duplicate Out](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/duplicate-out.md): “Duplicate out" refers to the recruiter's action of permanently removing a candidate from consideration for a particular job post in the tracking system. - [Propose Candidate](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/propose-candidate.md): "Proposing a candidate" typically refers to recommending or suggesting a candidate for a position or opportunity. - [On Hold](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/on-hold.md): An "On hold” candidate in recruitment is someone whose application or candidacy is temporarily paused or delayed. - [Move to Talent Bank](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/move-to-talent-bank.md): A "Talent Bank" is a feature that allows recruiters to store potential candidates for future job opportunities. - [Reject](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/reject.md) - [Psychometric Test](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/psychometric-test.md) - [Psychometric Test Reminder](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/psychometric-test-reminder.md) - [Technical Test Reminder](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/technical-test-reminder.md) - [Quickbook Test](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/quickbook-test.md) - [Bulk Edit and delete candidate](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/bulk-edit-and-delete-candidate.md) - [Other actions](https://help.quickappflow.com/product-guides/recruitment-and-ats/job-tracker/other-actions.md) - [Shortlist candidate for job post](https://help.quickappflow.com/product-guides/recruitment-and-ats/shortlist-candidate-for-job-post.md) - [Recruitment Setting](https://help.quickappflow.com/product-guides/recruitment-and-ats/recruitment-setting.md) - [Create Examiner](https://help.quickappflow.com/product-guides/recruitment-and-ats/create-examiner.md) - [Create Vendor](https://help.quickappflow.com/product-guides/recruitment-and-ats/create-vendor.md) - [Publish Job Post to Vendors](https://help.quickappflow.com/product-guides/recruitment-and-ats/publish-job-post-to-vendors.md) - [Configure HW test templates for different job role](https://help.quickappflow.com/product-guides/recruitment-and-ats/configure-hw-test-templates-for-different-job-role.md) - [User Mapping](https://help.quickappflow.com/product-guides/recruitment-and-ats/user-mapping.md): User mapping in the context of permissions refers to the process of associating specific users or groups with particular permissions or access rights within a system or application. - [User Permission](https://help.quickappflow.com/product-guides/recruitment-and-ats/user-permission.md): User permissions, also known as access permissions or authorization, refer to the rights and privileges granted to individual users or groups of users within a system, application. - [Add Qualification](https://help.quickappflow.com/product-guides/recruitment-and-ats/add-qualification.md): Qualification refers to the credentials, skills, knowledge, or attributes that someone possesses, typically required or desired for a specific job, position, or task. - [Add Location](https://help.quickappflow.com/product-guides/recruitment-and-ats/add-location.md): To 'Add Location' in the context of a candidate means to specify or designate a particular geographical location where the candidate is based. - [Add Skill Type](https://help.quickappflow.com/product-guides/recruitment-and-ats/add-skill-type.md): "Add skills" in the context of a job post refers to listing specific qualifications or abilities required for a position. For candidates, it means inputting their relevant skills or expertise in an a - [Candidate Portal](https://help.quickappflow.com/product-guides/recruitment-and-ats/candidate-portal.md): A candidate portal is an online tool for job applicants to submit applications, track their status, and communicate with recruiters during the hiring process - [Examiner Portal](https://help.quickappflow.com/product-guides/recruitment-and-ats/examiner-portal.md): An examiner portal is an online platform where assessors review and evaluate test papers, submit feedback, and perform related tasks during the examination process. - [My Dashboard](https://help.quickappflow.com/product-guides/recruitment-and-ats/my-dashboard.md): A dashboard is a digital interface that summarizes key information and features relevant to a user, often including report, widgets for performance metrics, tasks, and more. - [Recruiter Status Report](https://help.quickappflow.com/product-guides/recruitment-and-ats/recruiter-status-report.md): A recruiter status report summarizes the current status and progress of recruitment activities, including metrics and updates on open positions and candidate stages. - [Timesheet](https://help.quickappflow.com/product-guides/recruitment-and-ats/timesheet.md): A timesheet tracks time spent on tasks or projects, aiding businesses in resource management by showing where time is used. - [Emcareer Portal](https://help.quickappflow.com/product-guides/recruitment-and-ats/emcareer-portal.md) - [Employees](https://help.quickappflow.com/product-guides/employees.md): Employees are individuals who work for an organization, business, government agency, or any other entity in exchange for compensation. - [Create Employee](https://help.quickappflow.com/product-guides/employees/create-employee.md) - [Web Workflow](https://help.quickappflow.com/product-guides/web-workflow.md): QuickAppFlow Web AI Workflow lets you automate tasks using AI to analyze, decide, and act—without coding. - [Instant Workflow](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow.md) - [General Stages](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/general-stages.md) - [Add Record Stage](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/general-stages/add-record-stage.md): The Add Record stage allows you to insert a new record into a selected repository by mapping fields with custom, calculated, or variable values depending on the field type. - [Update Record Stage](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/general-stages/update-record-stage.md) - [Add or Update Record Stage](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/general-stages/add-or-update-record-stage.md) - [Email Notification Stage](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/general-stages/email-notification-stage.md) - [Get Record Stage](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/general-stages/get-record-stage.md) - [Set Variable stage](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/general-stages/set-variable-stage.md) - [For Each Stage](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/general-stages/for-each-stage.md) - [Condition Stage](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/general-stages/condition-stage.md) - [AI Stages](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/ai-stages.md) - [AI Decision Yes/No](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/ai-stages/ai-decision-yes-no.md) - [AI Option](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/ai-stages/ai-option.md) - [AI Output Details](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/ai-stages/ai-output-details.md) - [Identify Intent](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/ai-stages/identify-intent.md) - [AI Access Image](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/ai-stages/ai-access-image.md) - [AI Extract Detail](https://help.quickappflow.com/product-guides/web-workflow/instant-workflow/ai-stages/ai-extract-detail.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.quickappflow.com/product-guides.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.