FAQ

Transactions at specialty retailers can be validated using AI

Change log, Reporting, Transactions

CRM: EMPPLAN Smart Lead Manager Now Available

Change log, CRM

CRM: Geofencing: Users within a geolocated boundary can claim assigned leads

Change log, CRM

CRM: Team leads can now also assign leads

Change log, User-Management

Reporting Management: IDNow Integration Now Available

Change log, CRM

CRM: Map View: Now load any KML layers onto your map

Change log, CRM, EMPPLAN APP

Building Import: State is no longer a required field

Change log, CRM

CRM: Activity Feed

Change log, CRM

You can log in using your email address

Change log, Cyber Security

Transaction Report: POS Mode Available

Change log, EMPPLAN APP, Transactions

EMPPLAN Imports: Additional Data Fields Are Now Even Easier to Access

Change log, CRM, Locations, Products

How can you import or update CRM data (leads, customers) in EMPPLAN? [CRM Import]

CRM, FAQ

Admin, CRM, Customers, FAQ, Import

CRM Import optimized

Change log, CRM

Report Management: New Report Type: CRM

Change log, CRM

CRM: Telephony and SMS Gateway via Sipgate Is Now Available

Change log, CRM

CRM: Map View: Street Selection Available

Change log, CRM

EMPPLAN Konnektor Flow Manager: New Graphical User Interface

Change log, EMMPLAN IO API

CRM Import: Country Is No Longer a Required Field

Change log, CRM

New Connector: Personio Now Available

Accounting, Change log, User-Management

EMPPLAN IO: CRM API Endpoint Available

Change log, EMMPLAN IO API

CRM: Optimizing Geofencing

Change log, CRM

Commissions: Team Lead Bonus Available

Accounting, Change log, Products

KPI Dashboard: Activity Card for CRM Leads

Change log, CRM

CRM import: Existing customers can now be imported

Change log, CRM

Door-2-Door: Leadnodes interface now available

Change log, CRM, EMMPLAN IO API

Event import: Event labels can now be imported

Change log, Event-Import, Events

CRM: Many data fields can now be edited directly in the CRM table

Change log, CRM

Appointment calendar for Door-2-Door processes

Change log, CRM, EMPPLAN APP

KPI dashboard: Door-2-Door processes can now be evaluated individually

Change log, CRM

CRM: Door-2-Door features can now also be used in offline mode

Change log, CRM