CONNECT - Web App

FAQs

1. What is the "Connect" module?
   Connect is an all-in-one solution for efficient distribution management. It streamlines the lead acquisition and conversion processes, helping businesses move from prospect to payment effortlessly.

2. What are the main features of the "Connect" module?
   Key features include dynamic lead qualification, on-the-go approvals, seamless survey creation, customer mapping, real-time data collection, and comprehensive distribution insights.

3. Access all Connect module-related links here.
   

Connect Surveys

4. How do I create a distribution surveys on Connect?
   Navigate to the survey module, select "Basic Registration," and choose "Connect App Distribution Survey" as the survey type. Fill in the required details, and once all the details are filled click on the “Finish” button.

5. Can I add custom questions to the survey?
   Yes, you can add additional questions using the form builder. Follow the instructions provided in the form builder tutorial to learn how you can add custom questions.

Access the tutorial link here: How to Customize Your Surveys Using the Form Builder in Survey

6. How do I deploy a survey?
   Navigate to the deploy survey tab, select your project and product type, locate your survey, and deploy it using the three-dot menu next to the survey name. Without deploying the survey it will not show up in the Connect or Trace mobile apps of the users. 

Customer Mapping and Managing customer data

7. What is customer mapping in Connect?
   Customer mapping links a survey with specific projects, product types, teams, and pricing details. It ensures accurate data collection with an audit trail from the customer to your team, project and survey.

8. How do I set up customer mapping?
   Go to the customer mapping tab, select the appropriate project, product type, survey, and team, and input the product price and interest rate. Click "Create Mapping" to finalize.

9. Who can use the deployed surveys?
   The ground team can log into the Connect app to access the surveys and collect data as per the mapped settings.

10. How can I view detailed customer data?
    Use the Customer Data tab to explore individual lead and distribution details. Use global filters to narrow down data by status or timeframe.

Monitoring & Insights

11. How can I monitor Connect  survey progress in real time?
    Use the Connect module dashboard to view insights into your team's data collection activities, including lead counts and distribution metrics.

12. What information does the dashboard provide?
    The dashboard provides insights into distribution trends, region-wise distribution charts, customer geo-locations, and progress metrics over various time frames, enabling data-driven decisions and effective performance monitoring.

13. What is the Performance Metrics tab used for?
    The Performance Metrics tab provides dynamic insights into team performance, tracking lead counts, distributions, identifying potential errors in real-time, and facilitating actionable improvements for enhanced operational efficiency.

14. What happens after approving a lead?
    Approved leads are made available in the Connect app for distribution. The app users will be able                     to see those approved leads and transfer products to them.

15. Can I update lead information after submission?
    Yes, you can edit responses by selecting "Edit" from the three-dot menu in the Customer Data tab. You can also seek clarifications from your field team with the ‘Report to monitor’ functionality.

16. What if a lead requires reverification?
    Select “Report to Monitor,” add a comment, and click "Report." This will notify the surveyor responsible for that information.