Contele Field Team Manager Training (Manager)

This is the Contele Field Team Manager Training for the company's manager, administrator and supervisor. They are fast and objective video lessons, and you will learn from basic to advanced how to use the Contele Field Team Manager system and you can become a more productive manager. | Tip: Find your question quickly in Training using the ** Ctrl + F ** (Windows) or ** Command + F ** (Mac) command. If you're on your cell phone, search your smartphone screen for ** "Find on Page" ** or ** "Search" ** || **Important:** Use your Contele Field Team Manager email to complete the mini questionnaire. In case of typos in the email or use of personal email, it will be necessary to answer the mini questionnaire again. **Hours:** 5 hours **Best practices for you to learn faster:** * Access the [system](https://app.contelege.com.br/#/login) to view the classes' pages in your own account; * Save this page to favorites, using the shortcut CTRL + D; * Training can be started and completed on the same day, but if you take a break, note the last class you interrupted; * Use the links below the lessons to learn more about the functions; # Receive ${youtube}[Welcome (Activate subtitles)](Bhv0k6gYN8I) # News ${youtube}[What's New (Activate subtitles)](sKVh0S6vwUU) # Advanced Settings and Parameterizations ${youtube}[Advanced Settings and Parameterizations (Activate subtitles)](BIibj6XXfYQ) # Integration of Contele Field Team Manager with other systems ${youtube}[Integration of Contele Field Team Manager with other systems (Activate subtitles)](olgIHwdAPxs) Learn more about Integration [here.](Https://help.contelege.com.br/pt-br/article/faq-duvidas-frequentes-sobre-integracao-e-api-4l79jf/) # User Registration ${youtube}[User Registration (Activate subtitles)](vVFJGnkFUIw) Learn more about [Users](https://help.contelege.com.br/pt-br/article/usuarios-s8rs6m/?1583948802895). Learn more about Users [here.](Https://help.contelege.com.br/pt-br/article/usuarios-cadastro-edicao-e-hierarquias-s8rs6m/) # Location Records ${youtube}[Location Records (Activate subtitles)](TFVIpzJmd8U) Learn more about [Locals](https://help.contelege.com.br/pt-br/article/locals-gdkg4b/?1583949218360). # Registration of Locations by Map ${youtube}[Map Location Record (Activate subtitles)](XGo9OMgQQC4) Learn more about Locations [here.](Https://help.contelege.com.br/pt-br/article/localis-gdkg4b/) # Bulk Location Registration (Import) ${youtube}[Bulk Location Record (Import) (Activate subtitles)](FjWdUZVSevY) Learn more about importing [here.](Https://help.contelege.com.br/pt-br/article/como-importar-e-exportar-locais-clientes-leads-prospects-e-etc-kkmj3j/) # Location Registration: How to Delete Import and Alert when performing the procedure ${youtube}[Bulk Location Record (Import) (Activate subtitles)](d1lawLY3s1k) Learn more about [here.](Https://help.contelege.com.br/pt-br/article/excluir-e-apagar-localis-qp1a6/) # Registration of Locations: Registration, Configuration and Deletion of Wallets ${youtube}[Location Registration: Registration, Setting, and Deleting Wallets (Activate subtitles)](bIVGxVxe-iU) # Form: Registration ${youtube}[Form: Registration (Activate subtitles)](46pxY9M5gFU) Learn more about [Forms](https://help.contelege.com.br/pt-br/article/formularios-tudo-o-que-voce-precisa-saber-j4fhsw/?1583870839334). # Form: Membership ${youtube}[Form: Association (Activate subtitles)](pHzU295FDqM) Learn more about the Form [here.](Https://help.contelege.com.br/pt-br/article/formularios-tudo-o-que-voce-precisa-saber-j4fhsw/) | Tip: To have ** any form ** associated with your visits that appear on ** specific dates ** for your User, you must first schedule the visit, and associate this form with it. # Bonus: Form examples and their appearance in the app ${youtube}[Bonus: Form examples and their appearance in the app (Activate subtitles)](9y3VmPXBXfo) Click on the links on the side and see our suggestions for you to get inspired and make your own forms simply and efficiently. [Technical Visit Manual](https://blog.contelege.com.br/manual-visita-tecnica/) and [Sales Visit Manual](https://blog.contelege.com.br/manual-visita/ -of sales /). # Form: Associate at the time of booking ${youtube}[Form: Associate at scheduled time (Activate subtitles)](fF5pbP-VyzQ) # Planning and Agenda: Scheduling by Map ${youtube}[Planning and programming: programming by map (Activate subtitles)](NP_2xzc660Y) Learn more about [Planejamento](https://help.contelege.com.br/pt-br/article/planejamento-v8hv1g/?1584396175690). # Planning and Agenda: Basic Programming ${youtube}[Planning and Scheduling: Basic Scheduling (Activate subtitles)](v3v7f7vvEzg) # Planning and Agenda: Overview ${youtube}[Planning and Scheduling: Overview (Activate subtitles)](YhGGAiGbyrg) Learn more about Scheduling [here.](Https://help.contelege.com.br/pt-br/article/planejamento-v8hv1g/) # Planning and Agenda: Planning the Visit ${youtube}[Planning and Scheduling: Visit Planning (Activate subtitles)](lgbSme66C5U) # Planning and Agenda: Self Planning ${youtube}[Planning and Scheduling: Self Planning (Activate subtitles)](kohNkr-8ELA) Learn more about Autoplanejamento [here.](Https://help.contelege.com.br/pt-br/article/auto-planejamento-jmh4mt/) # Planning and Programming: Difference in route calculation and best route ${youtube}[Planning and Scheduling: Difference in route calculation and best route (Activate subtitles)](iUGYgVsSwzI) Learn more about Best Route [here. ](https://help.contelege.com.br/pt-br/article/diferenca-da-rota-calculada-no-planejamento-vs-rota-na-hora-da-visita-1pnd1ma/) # Planning and scheduling: how do repeat visits work? ${youtube}[Planning and scheduling: how do repeat visits work? (Activate subtitles)](6DG4NE6G5as) # Planning and Agenda: How to reschedule visits? ${youtube}[Planning and programming: how to reschedule visits? (Activate subtitles)](AbqNggA-Ci8) # Planning and Scheduling: Mass Scheduling for Multiple Dates ${youtube}[Planning and Scheduling: Mass Scheduling for Multiple Dates (Activate subtitles)](zf_l0FO_L70) # Planning and Schedule: Edit Schedule ${youtube}[Planning and Programming: Edit Schedule (Activate subtitles)](- wkcNx3Dr0s) # Planning and Schedule: how to delete pending, ongoing and canceled visits ${youtube}[Planning and Scheduling: How to Delete Pending, In-Progress, and Canceled Visits (Activate subtitles)](olynUEXcacU) # Hang tags ${youtube}[Tags (Activate subtitles)](qSEEgOdra_0) See more about Organizing [Visits](https://help.contelege.com.br/pt-br/article/organando-suas-visitas-com-etiquetas-pzeqd7/?1584649119345) and Users with [Labels](https: //help.contelege.com.br/en-br/article/organizing-seus-usuarios-com-etiquetas-1lemd95/). # Location Categories ${youtube}[Location Categories (Activate subtitles)](1kgQx-e5vsM) Learn more [here.](Https://help.contelege.com.br/pt-br/article/como-utilizar-a-funcao-categorias-de-locals-locals-clientes-leads-prospects-vy5swb/) # Team Map: Overview ${youtube}[Team Map: Overview (Activate subtitles)](YctbMXerzWQ) See more about the [Team Map](https://help.contelege.com.br/pt-br/article/minha-equipe-1hc2wiu/?1583878402662). # Team map: Is it possible to check clients for prospecting? ${youtube}[Team Map: Is it possible to check clients for prospecting? (Activate subtitles)](TF88afN351M) Learn more about the Map [here.](Https://help.contelege.com.br/pt-br/article/minha-equipe-1hc2wiu/) # Team map: How do you check the route taken? ${youtube}[Team map: How do you check the route taken? (Activate subtitles)](0G2E_SlQddI) # Team Map: What does each user's color mean? ${youtube}[Team map: What does each user color mean? (Activate subtitles)](ppc5EWde1OI) # Monitoring: Overview ${youtube}[Monitoring: Overview (Activate subtitles)](O-M5NYaL1G0) Learn more about [Monitoramento](https://help.contelege.com.br/pt-br/article/relatorio-de-monitoramento-m4hzmz/?1585078492134). # Refund: Overview ${youtube}[Refund: Overview (Activate subtitles)](gJ-n7_GVSBU) Learn more about the [Reimbursement Report](https://help.contelege.com.br/pt-br/article/relatorio-de-reembolso-e4b2dz/?1583879296299). # Best route to reach the visited site ${youtube}[Best route to visit site (Activate subtitles)](Qsf1vEUJq0U) Learn more [here.](Https://help.contelege.com.br/pt-br/article/como-funciona-a-funcao-melhor-rota-112qdep/) # Refund Report: Analysis of exported report in Excel [Additional] ${youtube}[Refund report: Exported report analysis in Excel (additional) (Activate subtitles)](jvxSXqBqbAM) Learn more about the Reimbursement Report [here.](https://help.contelege.com.br/pt-br/article/relatorio-de-reembolso-e4b2dz/) # Refund report: date calculation does not appear, even with visits ${youtube}[Refund report: date calculation does not appear even with visits (Activate subtitles)](Xj40geIHGAs) # Refund Report: How to export from all users and collect subscriptions? ${youtube}[Refund report: How to export from all users and collect subscription? (Activate subtitles)](7Gpx7_9SJLw) # Refund Report: How to enter a visit that the user forgot to make? ${youtube}[Refund report: how do I enter a visit the user forgot to make? (Activate subtitles)](a5T7eHV1sjg) # Refund Report: Why do orange dolls show up on some visits? ${youtube}[Refund: Why do orange dolls appear on some visits? (Activate subtitles)](OW4rCBCEL3Y) # Reimbursement Report: How to change the value of the retroactive km traveled? ${youtube}[Refund report: How to change the number of km traveled retroactively? (Activate subtitles)](_ vc2-DWmB_w) # Form Report: Overview ${youtube}[Form Report: Overview (Activate subtitles)](x6yFotdSLbw) Learn more about the [Forms Report](https://help.contelege.com.br/pt-br/article/relatorio-de-formularios-26pgjn/?1587421312996) # Visit report: Overview ${youtube}[Visit Report: Overview (Activate subtitles)](dVPyAEb1coY) Learn more about [Visit report](https://help.contelege.com.br/pt-br/article/relatorio-de-visitas-fq2dkb/?1585086808894) # Visit reports: What is the difference between missed visits and pending visits? ${youtube}[Visit Reports: What's the Difference Between Missed Visits and Pending Visits? (Activate subtitles)](MzvfYQBqP4o) # Visit reports: how to remove check-in or check-out ${youtube}[Visiting reports: how to remove check-in or check-out (Activate subtitles)](CwvpiVh8rrg) # Visit reports: how to validate visits ${youtube}[Visit reports: how to validate visits (Activate subtitles)](8VlUlMEREKY) # Visit report: off-site check-in and check-out ${youtube}[Visit report: off-site check-in and check-out (Activate subtitles)](B0zgfwdX83o) # Visit report: location edited, but visit history has not been changed ${youtube}[Visit report: location edited, but visit history has not been changed (Activate subtitles)](RypaX0_e5J8) # Settings: check-in and check-out boundaries ${youtube}[Settings: Check-in and check-out limit (Activate subtitles)](IflrIRR1G08) Learn more [here.](Https://help.contelege.com.br/pt-br/article/definir-distancia-maxima-em-metros-para-o-check-in-e-check-out-1buaymf /) # Complementary: Analysis of Visits exported in Excel ${youtube}[Additional: Visit Analysis Exported in Excel (Activate subtitles)](S_eeoeOSh2U) # Locations: Locations address record search updates ${youtube}[Places: Location address record lookup update (Activate subtitles)](4zivHxcfkIs) # Unvisited Locations: Visit already scheduled for the Location and Mass Programming ${youtube}[Unvisited places: visit already scheduled for venue and mass programming (Activate subtitles)](VXdPwo6CgN4) Learn more about [Unvisited Locations](https://help.contelege.com.br/pt-br/article/localis-nao-visitados-7drb6m/?1585840010221). # Site visit extract ${youtube}[Extract from site visit (Activate subtitles)](doJp1K8zR6w) Learn more about [excerpts from local visits](https://help.contelege.com.br/pt-br/article/extrato-de-visitas-do-local-s276oi/) # Products: What is it and how it can be used ${youtube}[Products: What it is and how it can be used (Activate subtitles)](Sk1mXvXIBo4) Learn more [here. ](https://help.contelege.com.br/pt-br/article/funcao-de-produtos-cadastro-e-relatorios-1xjt1o3/) # Products: How to register a product ${youtube}[Products: How to register a product (Activate subtitles)](GFTj7i3dvAo) # Products: How to use in visits ${youtube}[Products: How to use in visits (Activate subtitles)](ULwfC-m_0J4) # Products: custom fields ${youtube}[Products: Custom Fields (Activate subtitles)](1Ao7P_3350k) # Products: View Product Details ${youtube}[Products: View Product Details (Activate subtitles)](EeRqUrPGyH8) # Products: All types of transfers ${youtube}[Products: all download types (Activate subtitles)](Hv4FSkQfEHU) # Products: Product Exclusion ${youtube}[Products: Excluding products (Activate subtitles)](B4pgakv2PNk) # Products: What is the QR code for and how to export it? ${youtube}[Products: What is the QR code for and how to export it? (Activate subtitles)](iS9KwrS9y0o) # Products: Reports and Help ${youtube}[Products: Reports and Help (Activate subtitles)](8E2BZYbnTHk) # Productivity ${youtube}[Productivity (Activate subtitles)](T1iUr8HjoBo) Learn more about [Productivity](https://help.contelege.com.br/pt-br/article/produtividade-15g7c57/?1583875959166). [here.](https://help.contelege.com.br/pt-br/article/produtividade-15g7c57/) # Solving Possible Problems Yourself ${youtube}[Solving Possible Problems Yourself (Activate subtitles)](9UTObpsyS7Y) # Register your idea ${youtube}[Register your idea (Activate subtitles)](h21FGMighz0) # Nominate and win ${youtube}[Refer and win (Activate subtitles)](8bQl_qWYB2A) Click [here](https://exclusive.contelege.com.br/indique-e-ganhe-ge/) to participate in Indique e Earn # Certified ${youtube}[Certificate (Activate subtitles)](fd7a0bixuCc)  Access the [Mini Quiz](https://forms.gle/8Z8LMpeHZMwGWk3u7) for Contele Field Team Manager Training Certification (Manager). It has 10 multiple choice questions. Each multiple-choice question is worth 10 points, with a maximum total of 100 points. The certificate will be issued if you reach a score of 80 points or more. If you have passed 80 points, the Certificate will be sent to the registered email within 10 minutes (Check-in SPAM if you can't find it). || ** Important: ** Use the email registered in Contele Field Team Manager. In case of typos in the email or use of personal email, it will be necessary to answer the mini questionnaire again. Click [here](https://forms.gle/8Z8LMpeHZMwGWk3u7) to access the quiz and get your Certificate of Approval. Did this content resolve your question or help you? Vote below and, if you didn't find what you were looking for, send a message in the chat beside.