Choose the best match
Select the industry that describes your company’s main field workflow when creating the organization. FMCG and other product distribution teams tend to focus on customers, products, visits, and recorded sales. Insurance, education, and finance teams may use visits and follow-ups to manage relationships even when no product is sold at a visit.
- The industry changes some wording and emphasis in the workspace; it does not create a separate app for each industry.
- Your subscription, role permissions, and branch assignment still determine which screens and actions are available.
- A visit is a record of a real customer or site interaction, not necessarily a sale.