Automated Email Alerts
Rule-based email notifications triggered by important events, updates, or exceptions.
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TrackOlap Knowledge Base
Business Automation Glossary
Understand key terms in sales automation, field force management, and HR operations.
Explore the directory
Terms, made simple.
Showing all 64 terms
A
6 termsAuto Screenshots
Scheduled screen captures that help document work activity during tracked hours.
Learn moreAutomatic Opportunity Assignment
Automated routing of sales opportunities to the right representative or team.
Learn moreAuto Attendance Reports
Automatically generated summaries of employee presence, hours, and attendance status.
Learn moreAudit Expense Process
A structured review of submitted expenses for accuracy, policy, and approval compliance.
Learn moreAttendance Regularization
The process employees use to request corrections to incomplete attendance records.
Learn moreB
2 termsBeat Plan
A structured field schedule that maps recurring customer visits across a territory.
Learn moreBusiness Insights
Actionable findings derived from operational, workforce, and sales performance data.
Learn moreC
4 termsCustomizable Target Cycles
Flexible periods for setting and measuring individual or team performance goals.
Learn moreCustom Forms
Configurable digital forms built to capture information for a specific workflow.
Learn moreConnectivity & Power Status
Device-level visibility into internet availability and current battery conditions.
Learn moreCustom Leave Types
Organization-specific leave categories with tailored rules, balances, and approvals.
Learn moreD
3 termsDaily Report
A day-level summary of activity, outcomes, attendance, or completed work.
Learn moreDashboard Support on Mobile
Access to key metrics and operational views from a mobile device.
Learn moreDigital Expense Report
An electronic record of employee expenses, receipts, categories, and approvals.
Learn moreE
3 termsExpense Approval
A review workflow for accepting, rejecting, or returning employee expense claims.
Learn moreEstimated Distance
A calculated travel distance based on recorded locations or a planned route.
Learn moreExpense Policy
Company rules defining eligible costs, spending limits, and reimbursement requirements.
Learn moreG
3 termsGeo-Fencing
A virtual geographic boundary used to trigger or validate location-based actions.
Learn moreGeo Based Attendance
Attendance recorded with a location check to verify where a user clocks in or out.
Learn moreGPS Disabled Notification
An alert generated when location services are switched off on a tracked device.
Learn moreH
3 termsHelp Center
A centralized library of product guidance, answers, and support resources.
Learn moreHybrid Work Management
Tools and practices for coordinating employees across office, remote, and field settings.
Learn moreHistory Log
A chronological record of changes, actions, and updates within a system.
Learn moreI
2 termsIntegration with WhatsApp CRM
A connection that brings WhatsApp conversations into a managed customer workflow.
Learn moreIdle Time Insights
Analysis of inactive periods that helps teams understand utilization and work patterns.
Learn moreJ
2 termsJourney Report
A summary of routes, stops, time, and distance recorded during field travel.
Learn moreJourney Replay
A visual playback of a recorded route in the order it was travelled.
Learn moreK
2 termsKPI (Key Performance Indicator)
A measurable value used to assess progress toward a business objective.
Learn moreKanban View
A column-based visual layout for moving tasks or records through workflow stages.
Learn moreL
5 termsLeave Management
The administration of leave policies, balances, requests, approvals, and records.
Learn moreLeave Requests and Approvals
A workflow for employees to request time off and managers to review it.
Learn moreLead Distribution
The assignment of incoming prospects across representatives using defined rules.
Learn moreLocation Logs
Time-stamped records of captured device or employee locations.
Learn moreLocation History
A chronological view of previously recorded locations and movement.
Learn moreM
7 termsMulti Location Support
Centralized management of teams, policies, and operations across multiple sites.
Learn moreMap View
A geographic display of people, tasks, customers, routes, or business locations.
Learn moreMeeting Report Summary
A concise record of a meeting’s details, outcomes, notes, and follow-up actions.
Learn moreMulti-Agent Chat Handling
A shared workflow that lets multiple representatives manage customer conversations.
Learn moreMultiple User Roles
Distinct permission profiles that control what different users can see and do.
Learn moreManual Time Entries
Work-time records entered or corrected by a user instead of captured automatically.
Learn moreMultiple Numbers Integration
The ability to connect and manage more than one business phone number.
Learn moreN
1 termNearby Tasks
Location-aware work items shown according to a user’s current proximity.
Learn moreP
4 termsPipeline Management
The tracking and coordination of sales opportunities across defined deal stages.
Learn morePre-journey Plan
A planned sequence of visits, tasks, and routes prepared before field travel.
Learn morePro-Data Adjustments
Controlled corrections made to captured operational data for accurate reporting.
Learn morePayment Record
A documented transaction showing payment amount, date, status, and related details.
Learn moreR
4 termsRoute Planning
The process of organizing stops and travel paths for efficient field movement.
Learn moreRoster
A schedule assigning employees to shifts, locations, or responsibilities.
Learn moreReal-time Alerts
Immediate notifications about events that require attention or action.
Learn moreRegularisation of Attendance
A formal request to correct or complete an employee attendance entry.
Learn moreS
4 termsSummary Reports
Condensed reporting views that highlight totals, trends, and key outcomes.
Learn moreSales Forecasting
The estimation of future revenue using pipeline, activity, and historical data.
Learn moreStoppage Detail
A record of where, when, and for how long a field journey paused.
Learn moreShared Dashboard
A common performance view made available to selected users or teams.
Learn moreT
5 termsTotal Distance Travelled
The complete measured distance covered during a selected period or journey.
Learn moreTurn-By-Turn Navigation
Sequential route guidance that directs a user from one step to the next.
Learn moreTask Management
The planning, assignment, tracking, and completion of individual work items.
Learn moreTerritory Viability
An assessment of a sales area’s potential, coverage, demand, and efficiency.
Learn moreTimesheets
Structured records of the hours employees spend on work, projects, or tasks.
Learn moreU
2 termsUser-friendly Interface
A product experience designed to be clear, intuitive, and easy to navigate.
Learn moreUser Access Control
Rules that determine which data and actions are available to each user.
Learn moreY
1 termYearly Performance Report
An annual summary of results, trends, targets, and employee or team performance.
Learn moreZ
1 termZone-Based Operations Control
Management rules that organize and control operational activity by geographic zone.
Learn moreNo matching terms found
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