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FIELD FORCE

Leads, beats, and visits for the people on the road.

Promoters and salesmen keep business leads, log visits and follow-ups, check in, and convert a qualified lead into a real shop. Location is recorded only when the signed-in user submits it. There is no background tracking and no geofence.

PromotersSalesmenBusiness leadsBeat plansVisit activitiesCheck-inCommissionsShop conversion
People

Promoters and salesmen

Field accounts are separate from a shop owner login. Super Admin sets limits for promoters, salesmen, and field users on the shop.

Leads

A lead is not yet a shop

A business lead stores the outlet name, owner, mobile, city, and remarks. Duplicate checks can use mobile, GSTIN, name, and a supplied map point. Creating a lead does not open a login.

Work

Visits, calls, and follow-ups

Activities are visit, call, demo, follow-up, KYC collection, installation, payment collection, or other. Each can keep notes, a next follow-up date, and a photo URL.

Beats

Named areas, not a route engine

A beat has a name, state, city, and area description, and can be assigned. The product does not calculate an optimised driving route.

Place

Location only when submitted

Check-in, check-out, a lead, an activity, and a GPS log can store latitude and longitude that the user sends. SugamFlow does not track a phone in the background and does not draw a geofence.

Handoff

Conversion creates a real shop

A completed conversion can register an actual shop. Commission plans and entries stay on the field-force desk. Offline sync is not part of this service.

How it flows

  1. Beat
  2. Business lead
  3. Visit or call
  4. Follow-up
  5. Conversion
  6. Shop

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Questions

Does check-in track the phone all day?

No. Check-in, check-out, a lead, an activity, and a GPS log store coordinates only when the signed-in user submits them. There is no background tracker and no geofence.

Does a field lead become a shop automatically?

No. A lead stays a lead until someone completes conversion. That step can register a real shop. It does not invent a public client listing.

Is there an offline route planner?

No. Beats are named areas with a state, city, and description. The service does not optimise a driving route and does not sync an offline queue.

Last updated 11 October 2026