Chris Louis

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Updated May 11th, 2020 by Chris Louis

What are My Market Stats?

(found under Dashboard, on lower toolbar in mobile app) A: My Market Stats are based on the type of visit. My Market Stats are not tied to your KPI’s. Example – A total of 24 “events” appear in My Market Stats. There were 5 Bartender/Decision Maker Education and 19 Activations. These activities make up the total for “events”. Please note: There coul...

0 min reading time
Updated March 26th, 2021 by Chris Louis

Export - Invoices

Overview The Invoices report located in the Export - Sidebar (web application) is useful to create custom report(s) that users can run to view the invoices that have been reported to Lilypad. NOTE: Invoices report can only be ran if your organization subscribes to LDS data or VIP, as we need to be receiving depletion/sales data from each relevant di...

2 min reading time
Updated May 11th, 2020 by Chris Louis

What types of Lilypad settings or actions do I need to contact a Lilypad representative to handle for me?

A: Merging Accounts - Integration Activation - Placement Settings - Product Mapping - Registration of Users - Manual Goal Adjustments - Ability to Log Activities through the Web - Adding/Removing/Changing Distributors Please contact the Lilypad support team at - [email protected] for any of the above requests!...

0 min reading time
Updated March 22nd, 2021 by Chris Louis

Export - Contacts

The Contacts report located in the Export - Sidebar (web application) allows users to create custom report(s) that show the contact information that was entered by reps/users into the Lilypad system for each account.  NOTE:  Distributor rep contact information can also be pulled using this report. However, unlike manually entered Account Contacts, D...

2 min reading time
Updated April 1st, 2021 by Chris Louis

Export - Products

Overview The Products report located in the Export - Sidebar (web application) is useful to create custom report(s) that users can run to view the products that have been reported to Lilypad.  How to Create a Products Export The steps below outline how to use the export builder  to customize your Products report: 1 Log into the Lilypad Web App ( htt...

1 min reading time
Updated March 22nd, 2021 by Chris Louis

Export - Accounts

The Accounts report located in the Export - Sidebar (web application) allows users to create custom report(s) that show the entire account universe that's being reported to Lilypad for a particular distributor(s).  How To Create an Accounts Export The steps below outline how to use the export builder  to customize your Accounts report:  1   Log into...

3 min reading time
Updated September 11th, 2020 by Chris Louis

Log Action

The Log Action button in the Execute - Sidebar allows a user to log an Activity, Task, or Placement via the website.   **NOTE:  If you do not see a Log Action button, this feature might not be enabled by your Organization. Be sure to contact your organization's Lilypad Admin or email Lilypad support at [email protected] for confirmation. To begi...

7 min reading time
Updated September 11th, 2020 by Chris Louis

Lists - Tab (Web)

The  Lists   tab in the Execute - Sidebar allows users to view all the list option features available in Lilypad (web equivalent of Blue Pushpin > Plan tab > My Lists in mobile).  Types of List Options There are 5 types of list options: Potential Placements, Follow Up, Distributor Attention, Events, and Target List(s)     Potential Placements ...

3 min reading time
Updated June 25th, 2020 by Chris Louis

Reports - Sidebar

Reports in the sidebar menu of the mobile app is where users can pull valuable data regarding Lilypad actions completed within the market.  Running Reports Go to the sidebar menu of the mobile app via the hamburger menu in the top left corner of the social wall screen. Click on the Reports tab. Choose the report type to run: Distributors  (AKA -  Ma...

1 min reading time
Updated July 22nd, 2020 by Chris Louis

Lilypad Glossary

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All...

0 min reading time
Updated March 22nd, 2021 by Chris Louis

Exports - Goals

Overview The Goals report located in the Export - Sidebar (web application) is useful to create custom report(s) that users can run to view the goals or Key Performance Indicators (KPI's) in Lilypad for each rep/user.  NOTE:  While Managers can pull reports on any user assigned to their team(s), Reps can only pull reports on themselves. How To Creat...

2 min reading time
Updated June 22nd, 2020 by Chris Louis

Goals - Sidebar

The Goals tab in the sidebar menu of the mobile app allows a user to track their progress towards the goals that a manager/admin has assigned to them in Lilypad. (Mobile equivalent of Execute Sidebar > Goals on the web) General Goal vs. Target List Goal Admins/Managers can setup a user's goal as either a General or Target List. Users can differen...

1 min reading time
Updated May 11th, 2020 by Chris Louis

Activity Count (Core Reports)

Activity Count is useful to see trends in which Activities/Tasks are logged most frequently, what the logging trends look like, and how many accounts each active user has touched. You can download any of these graphs as .png, .jpg, or .csv files. There are four white boxes that can generate different types of information and those are broken down be...

1 min reading time
Updated May 11th, 2020 by Chris Louis

How can I tell if a Goal is only counting my unique visits?

A:  There are two places where this will be visible to you. It will appear in text underneath the progress bar. Sidebar menu Goals Dashboard Goals...

0 min reading time
Updated May 11th, 2020 by Chris Louis

Leader Boards (Core Reports)

Leaderboards are used to show which users have earned the most points in correlation to the rest of the team or completed the most of any one Activity or Task. New leaderboards for teams can also be created here. Both active and archived leaderboards can be viewed. To view existing leaderboards: In the dropdown towards the top left of the report win...

0 min reading time
Updated May 6th, 2020 by Chris Louis

COPY OF Execute-Sidebar

In Market The In Market tab in the Execute - Sidebar is useful to see an overview of all market activity for a user(s) within a selected time frame.  **NOTE - Managers will be able to view info for each rep of their assigned teams by using the drop down above the In Market tab. Users without Manager access will only be able to view their individual ...

16 min reading time
Updated September 3rd, 2020 by Chris Louis

Goals - Tab

The Goals tab in the Execute - Sidebar allows a user to track their progress towards the goals that a manager/admin has assigned to them in Lilypad. (Web equivalent of Sidebar > Goals or Dashboard > Goals on mobile) General vs. Target  There are 2 main goal categories that managers/admin can create and assign to users. The Goals tab allows you...

1 min reading time
Updated May 11th, 2020 by Chris Louis

Goals By User (Core Reports)

Goals by User is useful to see all goals set for an individual user, no matter what type of goal (sales based or accomplishment based), what time period the goals are set to track against, or what Brands/SKUs or Activities/Tasks are being tracked. Choose the team(s) to include in this report. Choose the rep(s) to include. Indicate whether this is fo...

0 min reading time
Updated November 25th, 2020 by Chris Louis

How To - Create A New Activity or Task

The steps below outline how to  use the Activity and Task builder located in the Settings - Sidebar (web application) to create the surveys available for your reps/users to choose from while logging and capturing data out in the market.  When choosing which to build, it’s helpful to consider Tasks: "as market actions that are almost always done in c...

4 min reading time
Updated May 11th, 2020 by Chris Louis

How can I delete an Activity or Task that I accidentally entered?

A: There are 3 ways in the mobile app: 1)  If these are loaded under multiple Accounts; Go to the Journal (bottom tab). Look for the Activity/Task to delete. Click it. This will open into the Account page. Click the Log tab. The list of Activities/Tasks should show up in a list at the bottom. Click on the Activity/Task and in that detail view, at th...

0 min reading time
Updated May 11th, 2020 by Chris Louis

Brand Overview (Advanced Reports)

This report is designed to allow you to view how a specific brand is performing within selected markets. **NOTE: Requires sales data Choose the brand for which you’d like to run the report Select the time frame you’d like the report to present for Choose the distributor(s) you would like included Choose the SKU(s) you would like included Filter down...

3 min reading time
Updated May 11th, 2020 by Chris Louis

Goals By Action (Core Reports)

Goals by Action is useful to see metrics for a particular goal's progress. For sales based goals, Users can view progress for goals set against specific brands and/or SKUs. For accomplishment based goals, Users are able to view progress for goals set against a specific Activity or Task. Choose the team(s) to include in this report. Choose the rep(s)...

1 min reading time
Updated November 11th, 2020 by Chris Louis

How To - Create a Target List

Getting to Target List Setup Page 1  Log into the Lilypad Web App ( https://login.lilypad.co/ ). 2  From the side bar on the left, click on Setting. 3  Under the Setup section, click on the Targets bubble. Creating New Target List 1  In the white box at the top of the screen, select the Team from the drop down. To the right of that, select the Rep f...

3 min reading time
Updated March 8th, 2021 by Chris Louis

How To - Create A Territory

The Territory feature within Lilypad allows an Admin/Manager to create custom areas within a distributor's footprint which can then be assigned as the default account universe for an individual user/rep.  This allows for more specified tackling of the market or allows for the division of a Distributor's account universe amongst multiple reps. Gettin...

1 min reading time
Updated May 11th, 2020 by Chris Louis

Can I have an Account deleted from Lilypad?

A: This answer depends on the type of connection your org has with Lilypad. If the Account is being reported from VIP or any other non-cloud connection - the Account cannot be deleted by Lilypad support. That must come from the data supplier. If your org has a Cloud connection, or manually entered Account, that can be deleted by Lilypad.  Please e-m...

0 min reading time
Updated May 11th, 2020 by Chris Louis

Target List (Advanced Reports)

This report is designed to show you a breakdown of the top performing accounts within the selected target lists. **NOTE:  Requires sales data Choose the team(s), user(s), and target list(s) you’d like included in this report Choose the time frame for which you’d like to pull the report Choose the brands and SKUs you’d like included in your report If...

2 min reading time
Updated May 11th, 2020 by Chris Louis

What are Goals?

A: Goals are a tool in Lilypad that is used to track performance in the field. They can be set up to count all visits, or only unique visits for a specific time frame. The Goals tracker resets with the completion of each time frame (example: Monthly goals reset 1st of the month). Between mobile and web, there are a total of six places to view your g...

0 min reading time
Updated May 15th, 2020 by Chris Louis

Manager / ...More Menu

This view is only available for Admin / Managers. If sales data is available and being reported, the Manager button at bottom right will say ... More instead. If it says '... More', The Admin / Manager can choose to see Sales or the screen noted below. The team can also be changed if an Admin user has access to more than one team, as seen under the ...

1 min reading time
Updated May 11th, 2020 by Chris Louis

Activity Impact (Advanced Reports)

This report is intended to analyze the kind of impact rep activity has within each individual account visited, and whether or not that activity is helping to grow a brand presence within the accounts visited. ** NOTE: Requires Sales Data  Indicate whether you’d like to view the report based on an activity/task or on a more generalized category Choos...

2 min reading time
Updated May 15th, 2020 by Chris Louis

Plan - Tab (Mobile)

The Plan tab in the mobile app houses both My Lists and My Calendar (known as Lists and Planner on the web version of Lilypad).  My Lists The My Lists menu, shows category selections for Potential Placements, Follow Ups, Distributor Attention, Events and any Target Lists that have been specifically created for the user. When any one of the categorie...

2 min reading time
Updated May 11th, 2020 by Chris Louis

User Activity (Advanced Reports)

This report allows you to see a high-level overview of how many activities/tasks were logged in your selected time frame, in addition to trends that outline which which activities are logged more and what days have seen a higher volume of logs entered. Choose the team(s) you’d like included in the report Select the user(s) you’d like to view informa...

2 min reading time
Updated June 24th, 2020 by Chris Louis

Brandfolder - Sidebar (Mobile)

The Brandfolder in the sidebar mobile app functions much like the Resources menu item in terms of allowing access to an Organizations collections and digital assets. After clicking into the Brandfolder tab, the user will be directed to the Organization’s Brandfolder collections and digital assets. This will contain specific graphics and information ...

0 min reading time
Updated June 25th, 2020 by Chris Louis

Activities - Tab

The Activities tab located in the Blue Pushpin of the mobile app is how users complete the surveys Admins/Mangers created for them in order to log market actions within Lilypad.  Activities Feature  The Activities feature is a collection of different surveys for an entire Organization that can be completed and logged by users to capture data while o...

3 min reading time
Updated May 11th, 2020 by Chris Louis

Where can I find Goals on the Lilypad web app?

(login.lilypad.co) A: There are three places to view Goals on the web app and all can be accessed from the sidebar menu on the left. Execute Goals Analyze Goals Export Goals...

0 min reading time
Updated September 2nd, 2020 by Chris Louis

Planner - Tab (Web)

The Planner tab in the Execute - Sidebar allows a user to view and manage all upcoming items on their Lilypad calendar (web equivalent of Blue Pushpin > Plan tab > Calendar in mobile). This tab consists of two types of views users can toggle between: Calendar and Plan vs. Actual Calendar View Users can choose between monthly, weekly, daily, or...

1 min reading time
Updated May 11th, 2020 by Chris Louis

Where can I find Goals in the Lilypad mobile app?

A:  There are three places to view Goals on the mobile app. Sidebar menu Dashboard Stats – under the Plan tab...

0 min reading time
Updated May 11th, 2020 by Chris Louis

What are Leaderboards & Challenges?

(found under Dashboard, on lower toolbar in mobile app) A:  Leaderboards & Challenges may be added to your team, by your manager, to spark friendly competition among teammates. Leaderboards & Challenges are running totals and are not tied to your KPI’s (see FAQ’s on Goals above). Example – a total of 55 chalice placements were logged in a si...

0 min reading time
Updated May 11th, 2020 by Chris Louis

Lost PODs (Advanced Reports)

This report is designed to show you the total number of points of distribution lost within a selected time frame. **NOTE: Requires sales data Choose the time frame in which you’d like to see accounts who have not made a purchase but who had purchased in a specified number of days prior (i.e. an account that did not make a purchase between June 1st a...

1 min reading time
Updated March 9th, 2021 by Chris Louis

How To - Create A New Attribute

Attributes Feature Users with Lilypad "Admin" access can create custom Attributes to be used across their entire Organization.  The Attributes (Best Day to Visit, Best Time to Visit, etc.) feature allows for characteristics, or account indicators, to populate and be selected by users to stick onto the Account Detail (Profile) page of each account ou...

1 min reading time
Updated November 12th, 2020 by Chris Louis

How To - Create A Goal - Activity Based

General Goals in Lilypad are basically Key Performance Indicators (KPI's) and are how Admins/Managers can both track and incentivize rep activity out in the market.  Activity Based - General Goals allow for tracking to be purely based around the Activities and Tasks Admins/Managers create for the user/reps within Lilypad.  These can range from Activ...

4 min reading time
Updated May 13th, 2020 by Chris Louis

Recap Stats

Click the Recap Stats in the sidebar menu. Admin can see multiple reps, non-admin users can only see their own recaps stats. For Admin, choose a date range and a team. Click a name in the list to view that recap. The recap will show on the right.  Click the eyeball icon to view the recap....

0 min reading time
Updated May 13th, 2020 by Chris Louis

Team Snapshot

This displays for all organizations, as it is based on actionable items outside of sales. It includes high level information regarding Visits, Placements Added, Events and Tasks that have been logged within Lilypad. This information can be filtered as well, based on Teams and Date Ranges....

0 min reading time
Updated May 11th, 2020 by Chris Louis

Social (Core Reports)

This report shows the trends of each team's activity on the social wall. Choose the team(s) to include in this report. Choose the rep(s) to include. Choose the time frame for this report. Click “Search”. This report generates the  total number of posts, bumps, and comments made on the social wall. The right side of the report window, shows all posts...

0 min reading time
Updated May 13th, 2020 by Chris Louis

Distributor Recaps

Distributor Recaps is used to report to managers and Distributors on what transpired in a rep's Account universe from either a weekly or monthly stand-point. From the sidebar, click Dist Recap. Click the green button at top left 'Create New Recap'. Select the Distributor to report to from the dropdown. Only the Distributors currently turned on will ...

2 min reading time
Updated June 24th, 2020 by Chris Louis

Journal - Icon

Journal Feature The Journal feature is a handy way to get a quick visual on all actionable activity within the Lilypad app. No matter what action was taken, a quick snapshot is made within the journal noting the time, day, and type of action that was made in the app.  The Journal is essentially an outline of all activity logged in Lilypad, including...

0 min reading time
Updated September 16th, 2020 by Chris Louis

Accounts - Tab (Web)

The Accounts tab in the Execute - Sidebar allows you to access your Org's entire account universe via the website. (Web equivalent of Blue pushpin > Accounts in mobile) Map View/Functions The Map view is the default view that will populate whenever you click on the Accounts tab. In the Map view, you’ll see a large map that uses your current locat...

5 min reading time
Updated May 11th, 2020 by Chris Louis

New PODs (Advanced Reports)

This report is designed to show you the total number of new points of distribution gained within a selected time frame. **NOTE:  Requires sales data   Choose the time frame in which you’d like to see accounts who have made a purchase but who had also not purchased in a specified number of days prior (i.e. an account that made a purchase between June...

1 min reading time
Updated May 11th, 2020 by Chris Louis

Distributor Ranking (Advanced Reports)

This report is designed to allow you to compare distribution among multiple distributor markets. **NOTE:  Requires sales data  Select the time frame for which you’d like to pull the report Choose the distributors you would like included If you’d like, you can filter the report down to include only specific brands and SKUs You can also filter by on o...

1 min reading time
Updated November 12th, 2020 by Chris Louis

How To - Create A General Goal - Sales Based

General Goals in Lilypad are basically Key Performance Indicators (KPI's) and are how Admins/Managers can both track and incentivize rep activity out in the market. Sales Based - General Goals allow for that tracking to be purely around product driven metrics and invoices indicating confirmation of those sales or product landing into accounts.  **NO...

3 min reading time
Updated May 13th, 2020 by Chris Louis

Company Snap Shot

Company Snapshot offers high level review of; Total CE's Reported Month-to-Date, Total CE's Last Month, Total Buying Accounts Month-to-Date and Rolling 90 Day Buying Accounts. This information can only be filtered based on the Distributors. **NOTE: This is only available to organizations who have data being reported since it is sales driven....

0 min reading time
Updated May 11th, 2020 by Chris Louis

I visited an account, logged an Activity/Task in Lilypad, but my Goal did not change. What happened?

A: It could be a few things. If you are on a team that uses “target lists”, please use the Plan tab to it’s fullest potential. If you are visiting an account that is not on your target list, you will not receive credit in Lilypad. If you are on a team that uses “target lists”, but utilize the Account Universe instead, there is a risk of logging acti...

0 min reading time
Updated July 21st, 2020 by Chris Louis

Resources - Sidebar (Mobile)

The Resources tab in the sidebar menu of the mobile app is where users can access the files uploaded by a their organization's Lilypad admin.  This feature serves as a single point for file sharing within the Lilypad app across an Organization's entire internal network and team structure. How to Access and Share Resources  Click on the Resources tab...

0 min reading time
Updated May 11th, 2020 by Chris Louis

Why are my Goals (KPI’s), Leaderboards & Challenges, and My Market Stats not matching?

A: Goals, Leaderboards, and Market Stats measure different aspects of what you are capturing in the market. This means they won’t always match, but there could be some cases where they might align! It just depends on how Goals, Leaderboards, Activity type are set up to capture your actions. The only one-to-one match should be your Goals. If your Goa...

0 min reading time
Updated March 5th, 2021 by Chris Louis

How To - Create A New Team

The steps below outline how to use the Teams builder located in the Settings - Sidebar (web application) to create the different teams that reps/users can be assigned to.  The benefits of having different teams is that it allows for Activities/Tasks and Resources to be assigned to specific teams so that reps/users are only seeing what is relevant to...

1 min reading time
Updated July 15th, 2020 by Chris Louis

Social Wall (Mobile)

Social Wall Feature Lilypad's Social Wall feature is a great way for teams to stay in touch and showcase what they are doing in market!  There are multiple ways to interact with other Lilypad users through this area of the app.  Reps can add to the Social Wall to share best practices and big wins  OR  Managers can use it as a place to leave messages...

1 min reading time
Updated May 11th, 2020 by Chris Louis

How can I upload Resources?

A:  In order for an organization to upload marketing documents or any other types of documents to be shared with users/teams, an organization must contact the Lilypad support team. Please see here for an explanation on Resources: Resources - Sidebar...

0 min reading time
Updated March 19th, 2021 by Chris Louis

Export - Activities & Tasks

The Activities & Tasks report located in the Export - Sidebar (web application) is useful to create custom report(s) that users can run to view the specific responses given from the Activities and Tasks surveys completed by reps/users while out in-market. See our How To - Create A New Activity or Task article for more on the survey creation proc...

3 min reading time
Updated May 11th, 2020 by Chris Louis

Report By User (Core Reports)

This report will show an overview of all Activities and Tasks completed by the chosen rep for the selected time frame. Choose the team(s) to include in this report. Choose the rep(s) to include. In order to narrow down to logs made under a specific Distributor’s account universe, make a selection under “Select Distributor.” If this is not narrowed d...

2 min reading time
Updated May 11th, 2020 by Chris Louis

Report By Action (Core Reports)

Choose the team(s) to include in this report. Choose the rep(s) to include. Choose the type of report to generate – either an Activity or Task based report or a report on an overall Category. Choose the specific Activity, Task or Category sub-item in the next drop down. Choose the time frame for the report. Click “Submit”. After the report runs, the...

1 min reading time
Updated May 11th, 2020 by Chris Louis

Distributor Overview (Advanced Reports)

This report is designed to allow you to view your share of a selected distributor’s total account universe, in addition to which accounts, brands, and SKUs are highest performing. Choose the distributor for which you’d like to run the report Select the time frame you’d like the report to present for Choose the brands and SKUs you would like included...

2 min reading time
Updated May 11th, 2020 by Chris Louis

Account Ranking (Advanced Reports)

This report is designed to allow you to compare sales within individual accounts, in addition to viewing overall sales data for each individual account. **NOTE:  Requires sales data  Select the timeframe for which you’d like to pull the report Choose the distributors you’d like included If you’d like, you can filter the report down by individual bra...

1 min reading time
Updated May 11th, 2020 by Chris Louis

Placements (Core Reports)

This report will show all commitments that reps have gained in market for the selected time frame and whether or not those commitments have been fulfilled. *** NOTE - Placements reports can be saved out and downloaded by clicking either the blue CSV or green EXCEL buttons in the top right corner of the report window. Choose the team(s) to include in...

2 min reading time
Updated July 16th, 2020 by Chris Louis

In Market - Tab

The In Market tab in the Execute - Sidebar is useful to see an overview of all market activity for a user(s) within a selected time frame.  **NOTE - Managers will be able to view info for each rep of their assigned teams by using the drop down above the In Market tab. Users without Manager access will only be able to view their individual info.  Sel...

2 min reading time
Updated May 11th, 2020 by Chris Louis

I just signed into the Lilypad mobile app. I have a target list but I cannot find it under the Plan tab. What do I do?

A:  Close the app completely and re-open. From there, your target list should populate under the Plan tab in the mobile app. **Please note: There is no need to log out. Logging out will reset this work-around, so any time you log-in fresh, you may need to hard close and re-open to see your target list....

0 min reading time
Updated May 15th, 2020 by Chris Louis

Challenges Menu

This is the view for reps who do not have Admin access and no sales are being reported into Lilypad. The Challenges icon will be viewed at the lower right and when clicked,  the Leaderboards will be shown.  Each Leaderboard or Challenge can be clicked on for further detail of stats. ...

0 min reading time
Updated September 18th, 2020 by Chris Louis

Placements - Tab (Mobile)

The Placements tab provides a scroll-able funnel of information. Each category is labeled and color coded.  As you land on each funnel category, any placements that fall into that category will be listed beneath it. See the example below of the Committed category. Understanding the Placements Feature The Placements feature allows you to enter and gi...

4 min reading time
Updated May 11th, 2020 by Chris Louis

Rep Efficiency (Advanced Reports)

This report will show how effective your reps are, in terms of converting account visits to product placements. Choose the time frame for which you’d like to view the report. Choose the team(s) you’d like included Choose the user(s) you’d like included Click the “Submit” button In the table that populates below, you’ll find the following information...

0 min reading time
Updated May 13th, 2020 by Chris Louis

Tasks - Tab

The Tasks - Tab allows the user to log specific tasked based on market actions that a Manager or Lilypad admin has created. To get started, follow the steps outlined below:  How to Log as Task If logging while in an Activity: Before completing the Activity, click into the Tasks tab at the top of the screen. Select the Task to be logged. The account ...

2 min reading time
Updated May 21st, 2020 by Chris Louis

Accounts - Tab (Mobile)

The Accounts tab allows users to view and access the available account universe being reported to Lilypad for the distributor(s) the user selected to make active for them in the app.  **NOTE:  If no Distributors have been selected by the user, no accounts will populate on the account map. Users can activate and inactivate distributors by going to Si...

3 min reading time
Updated May 21st, 2020 by Chris Louis

Media

The Media sidebar allows a manager or rep to view any images or media uploaded by users. This feature is great for gathering marketing and promotional material, as well as chain branding initiatives. What better way to convince a location or chain of your potential positive impact than showing them media of past successes.  There are 4 ways to filte...

0 min reading time
Updated May 13th, 2020 by Chris Louis

Resources

Resources is a single point for file sharing within the Lilypad application!  It can be organized based on team needs. The team drop down is the blue header box. If only one team exists, the blue box is static.  Organizations can upload anything from training videos, to release dates, contact lists, time management information, logos, flyers, poster...

0 min reading time
Updated July 21st, 2020 by Chris Louis

Placements - Tab (Web)

The Placements tab in the Execute - Sidebar allows a user to view which stage previously entered placements are currently in (web equivalent of Blue Pushpin > Placements tab in mobile). The placement tracker consists of  5 stages:   Committed The Committed stage is the initial stage where ALL placements entered by a user go while Lilypad waits to...

3 min reading time
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