Field Ops CRM · Help
In the field

Add targets in the app

Search any bar, restaurant or shop and put it on your own target list, without making a second copy of an account the team already has.

Open Targets (under More) and tap +. Search by the venue's name.

Your list is called "My targets" and shows under Yours. You can also add any account from its own page with Add to my targets.

No duplicates. Before adding a venue, the app checks whether your team already has it, including accounts you can't see. If it's yours, it goes straight onto your list. If it's someone else's, the app tells you whose it is and adds nothing: ask your manager if you should take it over. Offline, the app can't check the rest of the team, and says so before you add.

Taking a target off. Open your list and swipe left on the venue, then tap Remove. The account stays; only the list changes. This needs a connection. Team lists from your manager can't be changed in the app.