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Vymo Documentation
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About Vymo
About Vymo
Quick start
Usage limits
Device considerations
Security
Custom configuration
Release notes
Release notes
Oct-Nov
Dec-Jan
Mobile
Web
Support
Support
Vymo Premium Support - SOP
Vymo Standard Support - SOP
Chat with Vymo Support
Solutions
Solutions
Bancassurance
Collections
Reference
Reference
Authentications
Authentications
About authentication
1-tap logins
Pre-authenticated logins
Two-factor authentication
Integrations
Integrations
Microsoft Outlook calendar
Microsoft Outlook email
Microsoft Teams
LINE WORKS
Salesforce
Webex
Zoom
Leads
Leads
About leads
Creating leads
Lead scoring
Leads allocations
Leads allocations
About lead allocations
Allocating leads manually
Setting up lead-by-lead automatic allocation
Rule set operators
Customized allocations
Configuration requirements for allocations
JSON example: Manual allocation
Configuring leads list filters
Reports and dashboards
Metrics
Campaigns
Campaigns
About campaigns
Creating a campaign module
Creating campaigns
Adding leads to a campaign
Stopping a campaign
Reports and dashboards
Partners
Partners
About partners
Creating partners
Reports and dashboards
Metrics
Coach
Coach
Hello screen
Setting up the Hello screen
Enabling the team viewing card
Enabling the Hello screen for specific roles
Removing specific modules from the Hello screen
Sales Performance Dashboard
Sales Performance Dashboard
SPM
Manager Performance Dashboard
User Guide for Manager
Agent Performance Dashboard
User Guide for Agent
Goals
Goals
About goals
Configuring goals
Configuring goals
Enabling goals
Creating goals
Creating computed goals
Creating goals with user scores
Creating goal filters
Enabling goals for partners
Goals Grouping
Assigning goals
Uploading external achievements
Incentives
Cards and reports
Metrics
Metrics
Metrics list
Activity planned
Activity completed
Participant activity
Remaining calender
Total calender unit
NBI
User attendance
Users total
User engagement
VO lost
VO won
VO created
VO total
Troubleshooting
Nudges
Nudges
Suggestions
Suggestions
About suggestions
Setting up suggestions
Suggestions reference
Suggestions API
Notifications
Notifications
Standard notifications
Group notifications
Setting up notifications
Setting up notifications
Configuring notifications through self serve
Reports
My actions
Activities
Activities
About activities
Playbook
Creating activities
Logging activities
Adding participants and assignees
Adding tasks to activities
Activity roll up
Location based activities
Location based activities
Automatic visit detection
Geo-verified attendance
Geo-verified visits
Configuring activities
Configuring activities
Setting up activities
Importing activities
Reports
Metrics
User accounts
User accounts
Adding user accounts
Deactivating user accounts
Changing the account permissions
Tracking engagement
Verifying the phone number and email ID
Parallel users
Role-based access
Calls and meetings
Calls and meetings
About calls and meetings
Making calls
Joining or starting meetings
Offline
Offline
About working offline
Enabling offline work
Maps and location
Maps and location
About maps and location
Enabling the Maps feature
Planning a route to nearby leads and partners
Giving location-based suggestions
Setting up geocoding
Troubleshooting maps
Vymo Docs
Vymo Docs
Message template
Content share
Email
Additional features
Additional features
Calendar
Setting up referral filters
Viewing files in Vymo
Preventing screenshots
Updating Vymo
Battery Optimization
Import and export of data
Import and export of data
About import and export of data
Enabling import and export
Specifying the fields for data import
Specifying the fields for data export
Exporting data from special fields
Internationalization
Internationalization
Changing the date-time settings
Date-time formats and codes
Date-time display examples
Locale-specific info
Locale-specific info
en-IN
ja-JP
vi-VN
Metrics
Metrics
Standard metrics
Custom metrics
Reports and Analytics
Reports and Analytics
Leads
Campaigns
Goals
Notifications
User activities
Partners
Other reports and dashboards
Custom reports
How to guides
How to guides
About self serve
Self Serve Overview
Provision a customer instance
Quick setup
Leads
Leads
Create a module from a template
Create states
Use state tags
Create state transitions
Create state fields
Enable or disable states
Enable or disable reassignment
Enable or disable reactivation
Configure lead reactivation behavior
Configure allocation rules
Specify the role permissions
Partners
Partners
Create a module from a template
Configure partner attributes
Specify the role permissions
Add or remove a card
Input fields
Input fields
Create fields
Create referral fields
Add secondary attributes to referral fields
Create dropdown fields with saved lists
Create dropdown fields with dependent options
Create field groups
Change order of fields within a field group
Activities
Activities
Create activities
Create activity groups
Associate multiple records with an activity
App interface
App interface
Create a card for the Hello screen
Add metrics to a card on the Hello screen
Configure the Home screen look and FAB menu
Configure the list view
Enable business card scanning
Disable KRA cards
Web interface
Web interface
Change the name of a module
Enable or disable a dashboard
Enable or disable last location
Enable or disable location history
Fab icon
General
General
Customize branding and theme
Configure time zones
Configure the format for currency and numbers
Enable or disable a feature
Configure offline access
Configure manager actions
Configure the polling frequency for detecting location
Configure the working days and hours
Configure custom roles
Specify role permissions
Specify contact details of Support
Create a JSON object
Disable a suggestion
Make a Postman request
Set up VPN and 2-factor authentication
Release management
Release management
Release changes to pre-production
Discard changes
Passwords and logins
Passwords and logins
Configure password policy
Configure logins
Manage MDM configuration
Prevent logins by IMEI or device IDs
Download and upload templates
Download and upload templates
Configure leads importer
Configure leads exporter
Configure partners importer
Configure partners exporter
Configure activities importer
Configure activities exporter
Configure user importer
Call handling
Call handling
Enable or disable call handling
Search
Search
Add a searchable attribute
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