Field Operations Guide

LeadFlow Pro Field Operations.

The Field Operations module extends your CRM into the field, giving on-ground agents a structured, GPS-verified way to manage customer visits while giving managers real-time visibility into field activity.

1. Setting Up Field Operations

Complete these steps before deploying your field team:

• Define Territories – Map territories by PIN code, city, or custom polygon in Settings > Field Ops > Territories.
• Assign Agents – Link each field agent to one or more territories.
• Create Beat Plans – Set up recurring daily visit routes for each agent.
• Set Visit Targets – Define daily or weekly visit targets per agent or territory.
• Enable Mobile App – Ensure all agents have the LeadFlow Pro mobile app installed and GPS permissions granted.