Opmetrix HQ7 - Major New Release

Opmetrix HQ7 - New Layout and Features

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18 articles in this collection
Written by Oliver Huggins, Natasha Sahi, and Don Rae

Opmetrix HQ7 Introduction Video

Introduction to new layout and features including Live Agent
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Written by Oliver Huggins
Updated over a week ago

Welcome to Opmetrix HQ V7

Major Release Update Opmetrix Version 7.0
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Written by Oliver Huggins
Updated over a week ago

Key Changes to Screen Names

This article describes key changes to screen names in Opmetrix HQ V7
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Written by Don Rae
Updated over a week ago

Navigating Menus and Screen Layout

All about using Opmetrix HQ 7.0 menus, screen layout and navigation.
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Written by Don Rae
Updated over a week ago

Online Training Guides

How to access walk-though training guides in Opmetrix HQ
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Written by Oliver Huggins
Updated over a week ago

Opmetrix HQ7 Help

Accessing other help including Live Chat with our Support Team
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Written by Natasha Sahi
Updated over a week ago

Using & Navigating Reports

How to use and navigate your way around using Opmetrix HQ V7.0 reports
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Written by Don Rae
Updated over a week ago

Saving Reports

You can save any report that you create for rapid retrieval and reuse down the line
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Written by Don Rae
Updated over a week ago

Activity Feed Report

View live feed of individual activities performed in-store by field staff as they happen or in the past
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Written by Don Rae
Updated over a week ago

Field Staff Sales Reports

There are two main ways to access field staff sales information - Transactions by Device and Transactions by Hour
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Written by Don Rae
Updated over a week ago

Portfolio Maintenance

Create and schedule groups of multiple reports to send to one or more recipients daily, weekly or monthly
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Written by Don Rae
Updated over a week ago

Opmetrix HQ V7 Smart Search Overview

A quick guide to using Smart Search in Opmetrix HQ V7
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Written by Don Rae
Updated over a week ago

Opmetrix HQ V7 CRM Module Overview

This article describes the contents of the CRM Module in Opmetrix HQ V7
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Written by Don Rae
Updated over a week ago

Opmetrix HQ V7 Surveys Overview

A quick guide to using Surveys in Opmetrix HQ V7
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Written by Don Rae
Updated over a week ago

Introduction to Route Maps

Live Agent and Geo Map dashboards in Opmetrix
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Written by Natasha Sahi
Updated over a week ago

Understanding Live Agent - Maps, Icons and Route Management

Learn to use and understand the Live Agent dashboard
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Written by Don Rae
Updated over a week ago

Call Coverage

Using and understanding Route Map's Call Coverage dashboard
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Written by Don Rae
Updated over a week ago

Product Coverage

Using and understanding Live Agent's Product Coverage dashboard
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Written by Don Rae
Updated over a week ago