Notifications in the Moovago application
Daily Task Notifications If you have the Moovago application, you’ll receive a notification early in the morning to let you know what tasks you need to complete that day. The notification looks like this: If you’d like, you can also receive this notification via email. To do so, simply go to your account settings at […]
Bulk Editing of Companies
Do you have a group of companies whose ownership, legal status, or segmentation you want to change in Moovago—without wasting any time? Bulk editing is your best friend! Follow this guide to learn how to use it and get the most out of it. What is the purpose of bulk editing? Here are a few […]
Introducing Parcours Optimisé
Updated on 18/11/2025. Welcome to the complete guide to Moovago’s round optimization tool: Optimized Route! With Parcours, you benefit from an efficient tool for organizing your customer visits and structuring your itineraries with ease. But if you want to go one step further and save time when planning and executing your rounds, Parcours Optimisé is […]
Calculate your mileage expenses with Moovago
Updated on 14/11/2025 Need to calculate your mileage? With Moovago’s Parcours round feature, you can quickly track the mileage achieved by your entire sales team, or for each individual sales rep. Then, with the mileage, you can easily obtain an estimate of your mileage costs via this calculator. View the mileage of a round You […]
Export a commercial round plan in Excel
Updated on 13/11/2025 Do you know Moovago’s Parcours? Moovago’s Parcours sales round creation tool lets you create prospecting or sales follow-up rounds in just a few clicks. Save your recurring rounds and find new prospects to visit, even in the middle of a round. and with the Optimized Route option, you can also optimize your […]
What is a business consultation in Moovago (with video)
Introducing Moovago business consultations What is a business consultation in Moovago’s Business tracking option? Moovago’s Business tracking tool lets you create and manage business deals involving one or more brands. The part of the business linked to a given brand is called a “consultation”. Simply put, it’s the quotation linked to a brand. There may […]
Modify or delete a business deal (video – web)
Modify a case / delete a case In less than 3 minutes, find out how to modify or delete an existing business deal in Moovago’s Business tracking option. Business tracking is a Moovago CRM pay-as-you-go option for sales representatives (independent sales representatives, salaried sales representatives, sales teams, etc.) and their partners. Create, manage and track […]
Add documents for all companies (video – web)
Add documents for all companies.
Import a principal’s company numbers (video – web)
How do I import the numbers of companies linked to a principal?
Customize customer task names and prospect tasks (video – web)
How can I customize customer and prospect tasks on Moovago?