# Product Guides

- [Field Sales](/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](/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](/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](/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](/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](/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](/product-guides/field-sales/customer.md): A customer is an individual or entity that has a relationship with a business.
- [Announcement](/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](/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](/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](/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](/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](/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](/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](/product-guides/field-sales/visit-report.md): Admin can check all the site visits by route, agent, and date.
- [Reports by Orders](/product-guides/field-sales/reports-by-orders.md)
- [ Reports by Orders](/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](/product-guides/field-sales/reports-by-visit.md)
- [Reports by Visit](/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](/product-guides/field-sales/reports-by-target.md)
- [Add Customer from the Mobile App](/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](/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](/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](/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](/product-guides/field-sales/fsa-payment-collection.md)
- [CRM](/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](/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](/product-guides/crm/lead-activity.md)
- [Opportunity](/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](/product-guides/crm/opportunity-activity.md)
- [Customer](/product-guides/crm/customer.md): A customer is an individual or entity that has a relationship with a business.
- [Customer Activity](/product-guides/crm/customer-activity.md)
- [Contact](/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](/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](/product-guides/crm/quotation/share-quotation-through-email.md)
- [Invoice](/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](/product-guides/crm/invoice/share-invoice-through-email.md)
- [Purchase Order](/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](/product-guides/crm/target.md): Clear targets give sale representative a clear direction and purpose, helping them prioritize their efforts.
- [Marketing](/product-guides/crm/marketing.md)
- [Configure Email Campaign](/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](/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](/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](/product-guides/crm/sales-pipeline/stages.md)
- [Product](/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](/product-guides/crm/user-mapping.md)
- [User Permission](/product-guides/crm/user-mapping/user-permission.md)
- [Company](/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](/product-guides/crm/company-activity.md)
- [Company](/product-guides/crm/company-1.md)
- [Bulk Edit Lead](/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](/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](/product-guides/crm/bulk-edit-customer-contact-and-company.md)
- [CRM Users](/product-guides/crm/crm-users.md)
- [Create Invoice](/product-guides/crm/create-invoice.md)
- [WhatsApp Campaign](/product-guides/crm/whatsapp-campaign.md)
- [CRM List](/product-guides/crm/crm-list.md)
- [Employee Helpdesk](/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](/product-guides/employee-helpdesk/create-ticket.md)
- [Manage Ticket](/product-guides/employee-helpdesk/manage-ticket.md)
- [Update Ticket](/product-guides/employee-helpdesk/update-ticket.md)
- [User Mapping](/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](/product-guides/employee-helpdesk/user-mapping/user-permission.md)
- [Out Duty Request](/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](/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](/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](/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](/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](/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](/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](/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](/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](/product-guides/recruitment-and-ats/job-tracker/add-candidates-in-the-tracker.md)
- [Recruiter can perform different action](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action.md)
- [Shortlist](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/shortlist.md)
- [Create HW test](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/create-hw-test.md)
- [HW submission reminder](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/hw-submission-reminder.md)
- [Send HW test for review](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/send-hw-test-for-review.md)
- [Create technical test](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/create-technical-test.md)
- [Schedule Interview](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/schedule-interview.md)
- [Cancel Interview](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/cancel-interview.md)
- [Send offer approval](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/send-offer-approval.md)
- [Send offer](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/send-offer.md)
- [Upload resignation](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/upload-resignation.md)
- [Upload documents](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/upload-documents.md)
- [Update Profile](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/update-profile.md)
- [Shared JD](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/shared-jd.md)
- [Move Candidate](/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](/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](/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](/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](/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](/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](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/reject.md)
- [Psychometric Test](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/psychometric-test.md)
- [Psychometric Test Reminder](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/psychometric-test-reminder.md)
- [Technical Test Reminder](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/technical-test-reminder.md)
- [Quickbook Test](/product-guides/recruitment-and-ats/job-tracker/recruiter-can-perform-different-action/quickbook-test.md)
- [Bulk Edit and delete candidate](/product-guides/recruitment-and-ats/job-tracker/bulk-edit-and-delete-candidate.md)
- [Other actions](/product-guides/recruitment-and-ats/job-tracker/other-actions.md)
- [Shortlist candidate for job post](/product-guides/recruitment-and-ats/shortlist-candidate-for-job-post.md)
- [Recruitment Setting](/product-guides/recruitment-and-ats/recruitment-setting.md)
- [Create Examiner](/product-guides/recruitment-and-ats/create-examiner.md)
- [Create Vendor](/product-guides/recruitment-and-ats/create-vendor.md)
- [Publish Job Post to Vendors](/product-guides/recruitment-and-ats/publish-job-post-to-vendors.md)
- [Configure HW test templates for different job role](/product-guides/recruitment-and-ats/configure-hw-test-templates-for-different-job-role.md)
- [User Mapping](/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](/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](/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](/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](/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](/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](/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](/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](/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](/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](/product-guides/recruitment-and-ats/emcareer-portal.md)
- [Employees](/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](/product-guides/employees/create-employee.md)
- [Web Workflow](/product-guides/web-workflow.md): QuickAppFlow Web AI Workflow lets you automate tasks using AI to analyze, decide, and act—without coding.
- [Instant Workflow](/product-guides/web-workflow/instant-workflow.md)
- [General Stages](/product-guides/web-workflow/instant-workflow/general-stages.md)
- [Add Record Stage](/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](/product-guides/web-workflow/instant-workflow/general-stages/update-record-stage.md)
- [Add or Update Record Stage](/product-guides/web-workflow/instant-workflow/general-stages/add-or-update-record-stage.md)
- [Email Notification Stage](/product-guides/web-workflow/instant-workflow/general-stages/email-notification-stage.md)
- [Get Record Stage](/product-guides/web-workflow/instant-workflow/general-stages/get-record-stage.md)
- [Set Variable stage](/product-guides/web-workflow/instant-workflow/general-stages/set-variable-stage.md)
- [For Each Stage](/product-guides/web-workflow/instant-workflow/general-stages/for-each-stage.md)
- [Condition Stage](/product-guides/web-workflow/instant-workflow/general-stages/condition-stage.md)
- [AI Stages](/product-guides/web-workflow/instant-workflow/ai-stages.md)
- [AI Decision Yes/No](/product-guides/web-workflow/instant-workflow/ai-stages/ai-decision-yes-no.md)
- [AI Option](/product-guides/web-workflow/instant-workflow/ai-stages/ai-option.md)
- [AI Output Details](/product-guides/web-workflow/instant-workflow/ai-stages/ai-output-details.md)
- [Identify Intent](/product-guides/web-workflow/instant-workflow/ai-stages/identify-intent.md)
- [AI Access Image](/product-guides/web-workflow/instant-workflow/ai-stages/ai-access-image.md)
- [AI Extract Detail](/product-guides/web-workflow/instant-workflow/ai-stages/ai-extract-detail.md)