PL ProfitLensGCC ERP by Somar
Help CenterSales & CRMSales Rep Dashboard
Help Center · Sales & CRM

Sales Rep Dashboard

Support field selling with nearby-client discovery, geo check-in, live visit timing, reports, targets, and account context.

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Find assigned clients within 200 m

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Check in with server time and location validation

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Resume an open visit on any device

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Check out within 300 m, or archive an off-site check-out with a reason

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Write a post-visit report

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Review targets, achieved sales, and follow-up hints

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Find assigned clients within 200 m
  2. Check in with server time and location validation
  3. Resume an open visit on any device
  4. Check out within 300 m, or archive an off-site check-out with a reason
  5. Write a post-visit report
  6. Review targets, achieved sales, and follow-up hints

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Location validation depends on device permission and configured client coordinates. Off-site check-outs count only after a manager approves them, and visits left open for 4 hours close automatically without counting.