Onboarding

Owned by Shane
Last updated: Oct 25, 2019 by Support Rep (Unlicensed)
3 min read

To help you get started with Phixel, we have created some articles to help you get set up. You can also refer to the bottom of the screen to watch a video explaining the steps written below

Creating a Region

  1. Go to the “Market Area/Regions” tab on the left-hand side of the screen and click on “Create/Edit Regions.”

  2. Click on the blue button on the top of the page that says “New Region”

  3. Enter all the information and click on the green “Draw” button and delineate the region bounds on the map.

  4. Click on the blue button that says “Save” and click “Yes” on the pop-up.

Creating Areas

  1. Go to the “Market Area/Regions” tab on the left-hand side of the screen and click on “Create/Edit Areas.”

  2. Click on the blue button on the top of the page that says “New Area”

  3. Enter all the information and click on the green “Draw” button and delineate the area bounds on the map.

  4. Click on the blue button that says “Save” and click “Yes” on the pop-up.

You can now click on the area’s three-dot button to view all the details and to manage tasks for the area.

Pro Tip: In order to view the area, make sure you click on the corresponding region on the drop-down button at the top left-hand side of the screen.

Adding Users

  1. Go to the “Users” tab on the left-hand side of the page and click on the “All Users” button.

  2. Click on the green button on the top right-hand side of the page that says “+ADD”

  3. Enter all the user’s information on the pop-up screen and click on the green “SAVE” button.

  4. Repeat this process until you have added all the users you need!

Creating Teams

  1. Go to the “Users” tab on the left-hand side of the page and click on the “Teams” button.

  2. Click on the green button on the top right-hand side of the page that says “+ADD”

  3. Type in the title and description and click on the “ADD” button of that segment.

  4. Scroll to the right side of the team and click on the pencil icon.

  5. Click on the “+MEMBERS” button and select the users from the pop-up screen and press “ADD”

  6. When everything looks good, click on the green “UPDATE” button and your team is ready!

Customizing Statuses

  1.  Go to the “Group Settings” tab on the left-hand side of the page and click on the “Status Types” button.

  2. Click on the pencil icon beside each status to edit the name, status kind, and image that will show on the contacts. You may not need a status kind for every type, so adjust as needed.

  3. If you need more options, click on the blue “ADD” button beneath the list of existing statuses and enter all the information.

  4. You can rearrange the order of the statuses by clicking on the three-row button on the left of every status and dragging it up or down to the desired placement.

Adding Custom Fields

  1.  Go to the “Group Settings” tab on the left-hand side of the page and click on the “Custom Fields” button.

  2. Click on the blue “ADD” button beneath the pending list of existing fields and enter all the information on the pop-up screen.

  3. Click on the pencil icon beside each status to edit the custom fields you add.

  4. You can rearrange the order of the fields by clicking on the three-row button on the left of every field and dragging it up or down to the desired placement.

Finalizing Settings

  1. Go to the “Group Settings” tab on the left-hand side of the page and click on the “General” button.

  2. Here you can determine the default date range, time zone, photo quality, token expiration time, language, and reminders

  3. Make sure you specify your company’s workdays and hours.

 

 

Up Next

How to Create Regions & Areas