<aside> 💡 Welcome to the Bowimi help centre! From submitting surveys to creating distribution profiles, learn how Bowimi works top to bottom. Can’t find what you’re looking for? Contact our support team at [email protected]!

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Here’s a video library when you can look through video tutorials on how to use a number of key features:

Video Library

Getting Started

Welcome to Bowimi! Nice to have you here, lets get started!

Accepting an account invite

Downloading the Bowimi App

Inviting your team to Bowimi

Import your data into Bowimi

Locations & Tags

Tags are top-level information that are used to quickly organise and filter your locations and manage them and your pipeline more easily.

Prospecting

What is prospecting?

Adding new locations (Prospecting)

Locations

Visualising locations on a map

Filtering locations in Bowimi

Removing locations from Bowimi

Adding tags to multiple locations (Batch Actions)

Add a location to a route

Placing a direct order

Adding a contact to a location

Linking a parent company to a location

Exporting locations from Bowimi

Creating a location filter shortcut

Creating Custom Locations

Adding tags to a single location

Submitting a survey on a location

Creating a task linked to a location

View the activity feed of a location

Linking a RTM to a location

Adding notes to a location

Attaching a file to a location

Finding locations that need attention

Tags & Tag Groups

Creating a tag group

Creating a pipeline tag group

Deleting a tag group

Adding a follow up reminder to a tag

Creating a new tag

Subscribing to a tag

Deleting a tag

Surveys

Surveys allow your reps to quickly and easily record information about a location visit when in the field. Surveys are fully customisable and can contain photos, multiple choice questions, free text and much more.

Managing Surveys

Submitting a survey on a location