A number of new enhancements have gone live over the past couple of weeks. First, you can now generate a PDF of an order in quote format in addition to the existing invoice format. Access to this enhancement is live on the Outfield web app and will go live on the mobile apps later this month.

Second, we have added a few new user level permissions. When you edit a user on the Outfield web app, you will now see new options for create places, delete places, create contacts, and delete contacts. This enhancement is useful if your workflow involves importing and assigning all your rep accounts before they hit the field so they don't end up adding duplicate accounts by mistake if they don't see the right one in their account list at first.

Here are the highlights of the rest of the enhancements and fixes:

-   View upcoming calendar events and add new ones for an account directly from the account scene on the Outfield iOS app
-   Added a dropdown to each deal in the list on the account page on the Outfield web app so you can view, edit, and delete with less clicks
-   Bug fix for league play filters and team activity filters on the Outfield iOS app

Quotes, User Permissions, & More – May 3 Feature Updates

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# New Feature Updates:

Dear Outfield User:

Ahem!! We’ve been working hard for you and excited to inform you guys about some new capabilities that will help you be more effective in the field:  
1\. **Territory Mapping** is now available on the web to help route your visits better. More travel efficiency means more time with clients and less time stuck in a vehicle!

![](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/11bc8540-ae22-4213-aa4e-9462671b9b23.png)

2\. **Form Completion Auto-Save** is now available on iOS. This means that if someone calls, or your phone goes idle Outfield automatically saves a draft and you can pick up where you left off.

3\. **Activity Search** on iOS now allows you to search activities that include specific keywords (i.e. you want to search activity notes with the phrase “sales”).

![](https://f.hubspotusercontent20.net/hubfs/9307172/Imported_Blog_Media/ebd28334-55fa-4caf-aa9b-e471f043ad06.png)

As, always if you have any requests for feature capabilities or questions about the application feel free to reach out to us.

“The aim of marketing is to know and understand the customer so well the product or service fits him and sells itself.” ~ Peter F. Drucker

Cheers,

Austin Rolling MBA ‘14  
austin@outfieldapp.com  
Outfield!

Field Sales|Field Marketing|Territory Management

Outlined here are July's feature updates to Outfield app for Field Sales Reps, Field Marketers, Territory Managers, and Field Sales Directors

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July Newsletter: Feature Updates|Field Sales|Field Marketing|Territory Management

We added a new view on the Outfield Android app to view your deal pipeline stages broken down by ordered products. This allows you to gain insight into product distribution for your accounts over time. The Outfield iOS app will also include this view in the coming weeks.

We also added a view deal screen to the Outfield Android app so you can more easily scan the details of your deals & orders in an invoice-like format. This view is in addition to the existing PDF invoice view. Similarly, this view will be available in the iOS app soon.

Here are the highlights of the rest of the enhancements and fixes:

-   PDF quotes are live on the Android app
-   Previously launched on the iOS app, when you prospect for new leads or accounts on the Android app, you do not need to repeat your search each time you add a new one. Instead, it will add it to your places, show a success popup, and then you can continue adding more.
-   Custom revenue settings for deals are now hidden when not applicable for improved ease-of-use

Breakdown Orders By Product - Jun 8 Feature Update

We launched a new view product scene on the mobile apps so you can see all product details at a glance. 

Also last month's improvements to the Outfield Android app are now live on the Outfield iOS app including a new scene to view your deal pipeline stages broken down by products ordered. This view allows you to gain insight into product distribution for your accounts over time. We also added a view deal scene so you can more easily scan the details of your deals & orders in an invoice-like format.

Here are the highlights of the rest of the enhancements and fixes:

-   PDF quotes are live on the iOS app
-   If you have not added or been assigned any accounts yet, there is now better explanation text on the mobile apps describing what to do next given your user permissions

Last month's improvements to the Outfield Android app are now live on the Outfield iOS app

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View Product Scene - Jul 5 Feature Update

Ever since we launched our order and inventory management suite, we have been periodically improving and expanding it as we do for all our features. The latest update on this front is that you can now breakdown revenue by product in the Analytics section of the Outfield web app. As shown in the screenshot above, simply navigate to the Analytics section in the Performance dropdown and click the By Product Variation pill on the top of the chart in the Revenue tab. 

Here are some highlights from other recent enhancements & fixes:

-   We added a new scene to manage unsynced activity when the unsynced items bar is tapped on the Outfield iOS app
-   Search speed on the Outfield web app has been increased, especially when searching through very large data sets. This applies to searching activity, accounts, deals, calendar, and anywhere else there is a search field
-   The Outfield Zapier app for integrations has a new trigger called New Or Updated Activity

Dive into your revenue data and easily breakdown revenue by product in the analytics section of the Outfield web app. 

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Breakdown Revenue By Product - Aug 2 Feature Update

Over the last month or so, we have launched a number of quality of life enhancements while we continue to make progress building the first set of larger features toward our transition to a performance-based CRM. More run-on sentences on that topic in future posts. For now, here are the highlights of what went live recently:

-   The Outfield iOS and Android apps now both support showing custom fields when viewing products as well as multiple product images with full screen + zooming functionality. Additionally, one-off line items from orders will be aggregated and included in the products view of a deal stage.
-   The performance of the account and routing maps has been improved when you have a very large number of accounts on the Outfield Android app. We also fixed an issue when adding new stops to a route so they are always in the correct order afterward.
-   Admins can now edit the assigned team member for tasks on the Outfield web app.
-   We laid the groundwork for guided tours during onboarding and help sessions. The first spot these were applied is after adding sample data for the first time to show you around.
-   Data imports have been improved behind the scenes and a number of edge case bugs have been resolved. We have also simplified product imports so they can be completed in one go rather than first importing products and then importing their variations, e.g. for sizes, colors, etc. 
-   We added downloadable CSV templates for each import type to complement the existing template popups.
-   Image upload performance has been improved on the Outfield web app with auto image optimization for faster load times afterward. This functionality on the mobile apps has been live for some time.

Our regular feature update report this month includes improvements to the route planner, product importer, task manager, and order management system.

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Route Planner, Product Imports, & More - Sep 25 Feature Update

We've been hinting at this for the past few months, but the wait is over! Over the holiday weekend, we launched some big features which lay the groundwork for our expansion toward performance-based CRM. First up is the goals system.

![goal-tracking-software](https://f.hubspotusercontent20.net/hubfs/9307172/goal-tracking-software.png)

### The New Goals Tracking Section

The new Goals section lives in the Outfield web app within the Performance dropdown in the side nav. You can use goals to set quotas, provide incentives, add custom levels of competition for your team, and more. Goals can be set per individual or as a combined goal aggregated from a group of team members. While goals are set up by one of your team admins on the Outfield web app, the progress is displayed on both the web and mobile apps, and notifications are sent out as progress is made. 

An obvious example of goal setting is a monthly sales quota for one of your sales reps. This is easily accomplished by creating a new individual goal for a team member, as shown in the following screenshot.

![add-goals](https://f.hubspotusercontent20.net/hubfs/9307172/add-goals.png)

Goals can be set up on a recurring basis (e.g., daily, weekly, monthly, yearly) or on a one-time basis to be completed by any date. Goals can be tied to many different things such as sales, touchpoints, forms, tasks, calendar events, or any other item in your performance system, which brings us to the next big feature we released.

### The New Performance System

One of the leading feature requests we've received was the ability to customize the point system in League Play. Inspired by such requests, we have built a customizable performance system to allow you to do that and more. The new Performance System section also lives in the Outfield web app within the Performance dropdown in the side nav area.

![performance-system-settings-section](https://f.hubspotusercontent20.net/hubfs/9307172/performance-system-settings-section.png)

First, you can create a performance role for each type of team member you have, for example, SDRs, account executives, field marking reps, etc. We recommend making this role distinction for team members with differing performance criteria; for example, field marketing reps primarily visit accounts whereas account executives primarily close deals. However, oftentimes teams just have a single role and the default All Reps role will do the trick.

Next, you can weigh your performance system for each role to match up with their minimum cadence, KPIs, and other important workflows. In other words, actions that are more important should be set to get more performance points. Then over time, you will be able to see who is succeeding within your strategy, which brings us to the final big feature we released.

### Goals Analytics

At Outfield, we have always put a lot of effort into allowing you to easily gain insight from your team's data, particularly in our Analytics section of the Outfield web app. Here you will now find a new tab for Goals.

![goals-analytics](https://f.hubspotusercontent20.net/hubfs/9307172/goals-analytics.png)

You'll see two sub-tabs within Goals analytics: Minimum Cadence and Goals. Minimum Cadence can be used as a check to see if your team is adopting your system, i.e. who is at least showing up and giving it a go. On the other hand, goals can be used to see who on your team is performing at a high level and dominating. 

The chart at the top of each of these sections shows this data at a team level as percentage achieved and the table below each chart can be used to dive into the details. For example, you can click any table cell with a positive number in the far right two columns to see exactly who achieved or fell short each period. You can also click any table cell with a goal name to see performance data for any particular goal as shown in the following screenshot.

![goal-history-tracking](https://f.hubspotusercontent20.net/hubfs/9307172/goal-history-tracking.jpg)

Reach out to our [support team](https://www.outfieldapp.com/support) any time if you would like to learn more about these new features or have any other questions. As mentioned at the beginning of this post, these features are just the beginning for big upcoming enhancements to [League Play™️](https://www.outfieldapp.com/sales_gamification_app), performance-based CRM, and more in the coming months. "Getcha popcorn ready!" － T.O.

Oh, and here are a few highlights from other recent enhancements & fixes:

-   Deals advanced search has been enhanced on the Outfield web app to include restricting by deal created on date, close date, or added to stage on date.
-   Account search on the Outfield iOS app now includes postal code in the results, so you can effectively search by postal code. 
-   Team Activity filtering on the Outfield iOS app had a few edge case bugs that have been resolved.

Outfield just launched goals and a customizable performance system. Set quotas, provide incentives, add custom levels of competition, and more.

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Goals & Customizable Performance System - Nov 29 Feature Update

Following onto our [previous major release](/goals-customizable-performance-system-nov-29-feature-update), over the last month we have added a couple more enhancements that didn't make it in. 

### New Default Point System Actions 

First up, we have added two new default performance point system actions. The first is for goals completed on time. As the name implies, this action allows you to grant performance points in the diligence category when reps complete their goals by the due date. The second new default is for goals overachieved by 25% or more. This action distributes performance points in the hustle category when, you guessed it, a rep outperforms their goal by a significant margin.  

![goal_completed_default_actions](https://f.hubspotusercontent20.net/hubfs/9307172/goal_completed_default_actions.png)

### Custom Point System Actions

Next, you can now also create your own custom performance point system actions by clicking the button at the bottom of the diligence section. The first type that we launched is for when a specific custom form is completed. For example, if you have a form called "Visit form", you can add a custom action for Visit form: completed where reps will earn say 3 performance points every time they complete that form when submitting a check-in or meeting. This can come in especially useful if you use custom forms to break down your visits into different types with varying degrees of importance, such as with forms for discovery meeting, demo meeting, business proposal meeting, etc.

![custom_performance_point_actions](https://f.hubspotusercontent20.net/hubfs/9307172/custom_performance_point_actions.png)

### Other Highlights 

-   You can now filter deals to show either amounts before tax or after tax. This filter makes it easier to pull the proper number to use in sales rep commission calculations for example.
-   We fixed an edge case issue on the Outfield iOS app relating to completing very long conditional forms.
-   We resolved a minor UI issue on the iOS app when you go from one to zero current goals.

We have released two new default performance system actions for goal completion, as well as new custom actions that you can create and add yourself.

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Custom Performance System Actions - Dec 27 Feature Update

Over the last month we have continued to build upon the new [customizable performance and goals system](/goals-customizable-performance-system-nov-29-feature-update). Last month we added the first batch of [new performance system actions](/custom-point-system-actions-dec-27-feature-update) for the diligence category. This month we have added custom performance system actions for the hustle category and upgraded how KPIs are set and tracked.

### Custom Hustle Performance System Actions

Similar to the diligence category, you can now also create your own custom performance point system actions by clicking the button at the bottom of the hustle section within Performance+ ➔ Settings. These custom actions are linked directly to your form fields. For example, if you have a form called "Event form" with a form field called "How many people attended your event?" then you can create a custom action where you award say 3 performance points every time a rep has an event where more than 100 people attended. 

![custom hustle performance system actions](https://f.hubspotusercontent20.net/hubfs/9307172/custom%20hustle%20performance%20system%20actions.png)

Depending on your form field, you can create a condition to trigger the reward using greater than, less than, equal to, contains, or not empty. Now imagine all the new powers that this system can provide. Done? I assume you envisioned how you can now automatically reward your reps for just about anything that is unique to your workflows and strategy. Reward for when they check the box that product samples were given during a visit. Reward for when they document customer feedback in a text field. Reward for anything you need. The performance system is now near-infinitely customizable.

But not only do these new custom performance system actions apply to awarding performance points, they also apply to the goals system. Continuing with our example above for the form field called "How many people attended your event?", you can now create a goal for your reps such as challenging them to host say 10 events per month with more than 100 people in attendance. Then everyone will be able to view their progress toward this goal, receive notifications as they hit milestones along the way, and see how they are doing compared to their peers. So the goals system is also now totally customizable to your specific needs.

![goal for custom hustle action](https://f.hubspotusercontent20.net/hubfs/9307172/goal%20for%20custom%20hustle%20action.png)

### Key Performance Indicator (KPI) Upgrade

Marking any performance system action as a KPI now enables the following features:

1.  New KPI sections are created on your dashboard allowing you to track their performance at a glance.
2.  You can aggregate all goals created for KPIs and view your combined KPI goal achievement rate in the Goals tab on your Analytics page.
3.  For custom hustle KPIs associated with one of your form fields, it emboldens them at the top of the Market Insights tab on your Analytics page so you can more effectively look for trends compared to other results.

The major upgrade here is in the first item above. Now any performance system action that you mark as a KPI will create a new section for it on your dashboard. For example, the screenshot below for a check-in duration KPI shows how your team is doing this month compared to last month in terms of how much time reps are spending on location. 

![check in per hour duration KPI box](https://f.hubspotusercontent20.net/hubfs/9307172/check%20in%20per%20hour%20duration%20KPI%20box.png)

You can also compare by week and year in addition to month. These KPI sections will also show for any of your custom performance system actions that you mark as KPIs, which means (you guessed it) the third leg of the triple crown of customizability has been won: the dashboard is also now completely customizable to your unique workflows. 🏆

### Other Highlights

-   The [new Outfield branding](/ceo-announces-performance-based-rebrand) is now live on the web and mobile apps. We will be continuing to replace the old logo with the new one in all the less critical locations in the coming weeks.
-   The [Outfield Zapier integration](https://zapier.com/apps/outfield/integrations) is now publicly available on Zapier. Thanks to all who have been providing feedback while it was only privately available. We are now working on making zap templates and other support materials.
-   The Outfield Android app now has a mark all as read button in chat.

We upgraded KPIs, the performance system, & the goals system yet again so now all three can be linked to your form fields for a customizability trifecta.

Updates/Features