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Minor fixes in TA & help document
Stogo's field sales CRM — school visits, beat plans, live tracking, TA claims
Stogo CRM is the official field-sales app for Stogo's own sales team — used by our reps and managers to manage schools, plan visits, and track field activity across India and the Middle East. This is an internal company tool, not a public product; access is limited to Stogo employees and contractors. What you can do with it: 📍 Visit Check-In Check into a school visit with GPS verification, log the purpose and outcome, attach photos, and pick up right where you left off if you're interrupted mid-visit. 🗺️ Beat Plan See your week's planned school visits, optimize the day's route, and check in directly from your plan — no need to search for the school again. 📊 Pipeline & Schools Track your leads and deals through every stage, search and add new schools on the go, and see a school's full history — visits, opportunities, and health score — in one place. 🕐 Attendance Check in and out of the office or mark Work From Home, with support for multiple sessions in a day. 🧾 Travel & Expense Claims Add manual claim entries with automatic distance-based fare calculation, attach receipt photos, and submit your monthly claim for approval. 🔔 Notifications Stay on top of lead transfers, approval requests, and manager comments without needing to check the web app. 📡 Live Tracking (for managers) See your team's location and today's beat-plan progress on a live map, with an org-level setting controlling whether and how often this runs. Your organization's admin controls which features and permissions are enabled for your role. Questions or issues — contact your Stogo administrator.