Why the rep workspace
Audience: Field sales reps and prospects evaluating the CRM for a field team.
Purpose: Understand why the rep workspace is built around your assigned leads, visit logging, and personal reports — not manager setup tools.
The problem
Section titled “The problem”Reps waste time on leads they do not own, duplicate data entry after visits, and cannot see whether managers received their new-outlet requests. End-of-week reporting often means copying visit notes into a separate spreadsheet while managers chase the same numbers in another system.
How we solve it
Section titled “How we solve it”The rep workspace shows only your assigned leads, logs visits in one dialog (outcome, stage, notes), and routes new outlets through Approvals so nothing is lost in chat.
| Area | Sidebar path | What you get |
|---|---|---|
| Dashboard | Workspace → Dashboard | Your KPIs and daily visit activity |
| Leads | Workspace → Leads | Assigned book, filters, and Submit lead |
| Journey plan | Workspace → Journey plan | Daily route (PJP) planning |
| Approvals | Workspace → Approvals | Status of lead requests you submitted |
| Reports | Workspace → Reports | Nine tabs scoped to your data only |
Visit records feed manager dashboards and your Reports tabs automatically — you do not file a separate weekly update.
Differentiator
Section titled “Differentiator”Visit records drive manager dashboards and nine report tabs automatically. Competitors often treat visits as optional notes; here they are the source of truth for coverage, conversion, and month-to-date pace.
On our own pharmacy routes, reps log the visit once at the counter — stage moves to Intro or Follow-up, and the manager’s Reports → Visits chart updates the same evening. No duplicate WhatsApp summaries.
Typical day
Section titled “Typical day”- Open Journey plan and confirm today’s route.
- Work Leads and log visits after each stop.
- Submit lead for new outlets; track Approvals.
- Review Reports before your weekly check-in.
New to the CRM? Follow Your first field day.
Adding an outlet? See New lead, approval, and visit.
When it does not apply
Section titled “When it does not apply”Managers who need to configure campaign types, import CDSL files, or assign leads across a team should use the Sales Manager guide instead. Reps do not see Operations items (Campaign Types, Lead Imports, Rules) in the sidebar.