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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
Release Notes 2023
Release Notes 2023
Oct-Nov
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Release Notes 2024
Release Notes 2024
Jan-Feb
Feb-Mar
Mar-Apr
April cycle 1
April cycle 2
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
Leads Overview
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
Lead Reports
Lead Metrics
Lead Lifecycle
Lead Lifecycle
Lead Lifecycle Overview
How to create a leads module from a template
How to Create Lead States
How to Add Tags to Lead States
How to create transitions for lead states
How to configure the state fields for leads
How to enable or disable lead states
How to enable or disable lead reassignment
How to reactivate closed leads
How to configure lead allocation rules
How to specify the role permissions for the lead modules
How to configure the lead reactivation behavior
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
Sales Performance Dashboard
Sales Performance Dashboard
SPM
Manager Performance Dashboard
User Guide for Manager
Agent Performance Dashboard
User Guide for Agent
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
Coach Phaseout
Coach Phaseout
Coach Phaseout
Goals
Goals
Goals Overview
Configuring KPIs
Configuring KPIs
Enabling KPIs
Setting up KPIs
KPI Grouping
Configuring goals
Configuring goals
Enabling goals
Setting up goals
Setting up computed goals
Creating user score goal
Creating goal filters
Partner goal setting
Goals grouping
Assigning goals
Uploading external achievements
Incentives
Cards and reports
Troubleshooting
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
Nudges
Nudges
Suggestions
Suggestions
About suggestions
Setting up suggestions
Suggestions reference
Suggestions API
Notifications
Notifications
Standard notifications
Group notifications
Notification 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
Self Serve
Self Serve
Self Serve Overview
Release management
Release management
Release Environments
How to release the changes
How to discard changes saved as a draft
Promoting changes to production
Release History
Module Settings
Module Settings
Activity Management
Activity Management
Activity Management Overview
How to Create Activities
How to Create Activity Groups
How to Associate Multiple Records with an Activity
Creating, Editing, and Logging Activities
Activity Config Guide
Module Web Dashboards
General Settings
Data Import
Data Import
Data Import Overview
Enabling the import of data
Specifying the fields for data import
Data Export
Data Export
Data Export Overview
Enabling the export of data
Specifying the fields for data export
Lead Lifecycle
Lead Lifecycle
Lead Lifecycle Overview
How to create a leads module from a template
How to Create Lead States
How to Add Tags to Lead States
How to create transitions for lead states
How to configure the state fields for leads
How to enable or disable lead states
How to enable or disable lead reassignment
How to reactivate closed leads
How to configure lead allocation rules
How to specify the role permissions for the lead modules
How to configure the lead reactivation behavior
API Standardization Template
Field Configurations
Field Configurations
Fields Overview
How to Create Fields
How to Disable a Field
How to change the order of fields within a field group
How to create field groups
How to create dropdown fields
How to create dropdown fields using saved lists
How to add secondary attributes to referral fields
How to create referral fields
Card Configuration
Card Configuration
Card Configuration Overview
How to Create a Card for the Hello Screen
How to Disable an Added Card or Metrics
How to Add Metrics to a Card on the Hello Screen
Permissions
Permissions
Permissions Overview
How to specify the role permissions for the lead modules
How to specify the role permissions for the partner modules
Allocation Configuration
Allocation Configuration
Allocation Configuration overview
ML-Driven Lead Allocation Guide
How to configure lead allocation rules
Defining the rules for lead-by-lead automatic allocation
Enabling Re-allocation from allocation configuration
Reallocation Configuration
Global Settings
Global Settings
Branding Configuration
Saved Dropdowns
Notifications Configuration
Integrations on Self Serve
Feature Management
Feature Management
Feature Management
Coach feature management
Automatic Visit Detection
Geo Verified Attendance
Geo Verified Visits
Performance Management
Performance Management
Goals Configuration
Goals Configuration
Enabling goals
Creating goal filters
Partner goal setting
Goals Definition
Goals Definition
Setting up goals
Setting up computed goals
Creating user score goal
Goals grouping
Performance Tab
Global Web Dashboards
Activity Data Export
I18n Settings
Campaign Management
Driving & Usage Adoption
Geo and Near by Configuration
Playbooks
Playbooks
Playbooks Overview
Playbooks User Guide
Playbook Types
User Management
User Management
User Privacy Configuration
Login & Sessions Configuration
Roles Configuration
Roles Configuration
Roles Configuration
How to create custom roles
Modifying the default user permissions
How to specify the role permissions for user accounts
How to specify the role permissions for the lead modules
Field Configurations
Field Configurations
Fields Overview
How to Create Fields
How to Disable a Field
How to change the order of fields within a field group
How to create field groups
How to create dropdown fields
How to create dropdown fields using saved lists
How to add secondary attributes to referral fields
How to create referral fields
Permissions
Permissions
Permissions Overview
How to specify the role permissions for the lead modules
How to specify the role permissions for the partner modules
Activity Management
Activity Management
Activity Management Overview
How to Create Activities
How to Create Activity Groups
How to Associate Multiple Records with an Activity
Creating, Editing, and Logging Activities
Activity Config Guide
Password Policies
How to guides
How to guides
Provision a customer instance
Quick setup
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 Environments
How to release the changes
How to discard changes saved as a draft
Release History
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
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