> ## Documentation Index > Fetch the complete documentation index at: https://docs.camo.ag/llms.txt > Use this file to discover all available pages before exploring further. # AgriBusinesses > Training path and guides for ag retailers, input and equipment dealers, and their sales teams. > [!TIP] > > New to CamoAg? Start with [Terms to Know](https://docs.camo.ag/docs/getting-started/terms-to-know.md), then [personalize your account](https://docs.camo.ag/docs/getting-started/personalize.md) and review [Reports, Data Sources, and Update Frequency](https://docs.camo.ag/training/use-cases/reports-data-sources-overview.md). For ag retailers, seed, chemical, and fertilizer suppliers, equipment dealers, and the sales reps who cover their territories. Work through this page in order to go from first login to using CamoAg for territory prospecting, account planning, and growing share of wallet with existing customers. *\*Some modules require an Enterprise subscription with an additional data integration.* ## What You'll Be Able to Do * Set up your account and navigate the map and its layers * Find growers in your territory, save an operation, and generate a Deep Research report * Estimate a grower's revenue and your total addressable market * Map your sales territories and run reports scoped to them * Organize customers and prospects with contacts and tags, and bring in your CRM and sales data * Spot growers who are buying equipment using UCC filings ## Part 1: Getting Oriented ### • Who/What is CamoAg? CamoAg brings together land, ownership, operations, sales, and financial records in one place. For agribusinesses, that means knowing who farms every acre in your territory, how big the opportunity is, and where to spend your time. | Guide | What it's for | | :- | :- | | [Terms to Know](https://docs.camo.ag/docs/getting-started/terms-to-know.md) | Definitions for terms used throughout CamoAg | | [Reports, Data Sources, and Update Frequency](https://docs.camo.ag/training/use-cases/reports-data-sources-overview.md) | Where CamoAg's data comes from and how often it updates | ### • Account Settings Set a default location (the center of your sales territory), and add a profile photo and phone number. Colleagues see these when you share operations and farms. | Guide | What it's for | | :- | :- | | [Personalize Your Account](https://docs.camo.ag/docs/getting-started/personalize.md) | Set your default location, photo, and contact details | ### • Map Layers Overview A quick tour of the base layer, additional layers, land boundaries, company layers, and Operations. Operations and company layers get deeper coverage below. | Guide | What it's for | | :- | :- | | [Map Overview](https://docs.camo.ag/docs/map/overview.md) | Navigate the map and turn layers on and off | > [!TIP] > > Try it: turn on **Land Boundaries** and **Operations** in your own territory. ### • Search What you can search, how to narrow results, and how to find a grower or parcel in your county. | Guide | What it's for | | :- | :- | | [Search Overview](https://docs.camo.ag/docs/search/overview.md) | What can be searched and how results work | | [Using the Search Feature](https://docs.camo.ag/search/using-the-search-feature.md) | Video walkthrough of search settings and filters | > [!TIP] > > Try it: search for one of your current customers and find their ground on the map. ## Part 2: Finding and Sizing Growers ### • Deep Dive: Operations Layer The Operations layer shows who is farming the ground, not just who owns it, which is who buys your inputs and equipment. Click through an operation, save it to edit (accounts without a CRM integration), walk through the Operator panel, and run Deep Research before a first call. | Guide | What it's for | | :- | :- | | [CamoAg Operator Map Layer](https://docs.camo.ag/operations/camoag-operator-map-layer)\* | See operators on the map by acreage bucket, and filter the layer | | [Operations](https://docs.camo.ag/docs/operations/overview.md) | Everything CamoAg holds on an operation in one view | | [Navigating the Operation Profile](https://docs.camo.ag/operations/navigating-the-operation-profile.md) | Video walkthrough of each section of the Operator panel | | [Deep Research](https://docs.camo.ag/docs/operations/deep-research.md) | AI-generated report on holdings, operation size, affiliates, and practices | | [Locate All Parcels Owned by an Entity](https://docs.camo.ag/training/workflows/locate-all-parcels-owned-by-an-entity.md) | See a grower's entire footprint on the map. Includes a video. | | [Acreage Overview by Owner](https://docs.camo.ag/reports/acreage-overview-by-owner) | Summarize a landowner's holdings across all of their entities | | [Merging Operations](https://docs.camo.ag/operations/merging-operations.md) | Combine entities into one operation so the full footprint shows together | | [Connecting Operations](https://docs.camo.ag/operations/connecting-operations.md) | Record relationships between operations that stay separate | ### • Sizing the Opportunity for Each Grower Once you know who farms the ground, estimate what the operation is worth to you. Use these to prioritize accounts and plan calls. | Guide | What it's for | | :- | :- | | [Revenue & TAM](https://docs.camo.ag/docs/operations/revenue-tam.md) | Estimate an operation's revenue and your total addressable market | | [USDA Subsidy Payments Pro: Use Cases](https://docs.camo.ag/training/use-cases/usda-subsidy-payments-pro-overview-use-cases.md) | See what USDA program payments a grower receives | ## Activity 1: Territory Prospecting Take one prospect from the map to a saved, researched account on your own, repeating modules 5 and 6. **1. Find a prospect** Use the Operators layer to identify a grower in your territory who isn't a customer yet. **2. Save the operation** Save the operation and request contact information. > [!NOTE] > > If your organization's CRM is integrated with CamoAg, skip to step 3. **3. Research it** Generate a Deep Research report. Note the crops, acreage, and anything you would bring up on a first call. **4. Size it** Check the operation's estimated revenue and TAM. Decide whether it's a priority account. **5. Tag it** Add a tag to the contact or operation (for example, a priority or territory tag) so your team can find it later. ## Part 3: Territories and Customer Data ### • Map Sales Territories Build company map layers for your territories, branches, or rep assignments, then run any report scoped to a territory. | Guide | What it's for | | :- | :- | | [Planning Your Custom Map Layers](https://docs.camo.ag/company-layers/planning-your-custom-map-layers) | Read this before building layers | | [Custom Map Layers from County or Township Boundaries](https://docs.camo.ag/company-layers/creating-custom-map-layers-using-county-and-or-township-boundaries) | Build territory or branch layers from county and township lines | | [Generating a Report from a Custom Company Map Layer](https://docs.camo.ag/reports/generating-a-report-from-a-custom-company-map-layer) | Run any report scoped to a territory | ### • Manage Customers and Prospects Keep contacts and operations organized from first touch onward, and use tags so the whole team classifies growers the same way. | Guide | What it's for | | :- | :- | | [Managing Contacts and Operations: A Complete Workflow](https://docs.camo.ag/training/workflows/managing-contacts-and-operations-a-complete-workflow.md) | Keep contacts and operations organized from first touch onward | | [Creating and Managing Tags](https://docs.camo.ag/contacts/creating-and-managing-tags) | Classify and prioritize producers with shared tags | | [Operation Tags Definitions](https://docs.camo.ag/operations/operation-tags-definitions) | What each operation tag means | | [Contacts Report](https://docs.camo.ag/contacts/contacts-report) | Pull a list of your contacts in an area | ### • Connect Your CRM and Sales Data Bring your own customer and sales history into CamoAg so you can see who buys what, and where the gaps are. | Guide | What it's for | | :- | :- | | [Salesforce Integration](https://docs.camo.ag/integrations/camoag-salesforce-integration.md) | Import client and prospect data from Salesforce | | [Products (CSV)](https://docs.camo.ag/integrations/camoag-product-import.md) | Bulk import your product catalog | | [Product Revenue Import (CSV)](https://docs.camo.ag/integrations/camoag-product-sales-import.md) | Import purchase history per contact by product category and year | ## Part 4: Reporting Use Cases | Use case | Report | What to do | Guides | | :- | :- | :- | :- | | **Prospecting and new business** | CamoAg Operators | Find growers in a target county; filter by acre bucket, crop, Producer Score, or tags to isolate non-customers | | | **Find growers buying equipment** | UCC Equipment Debtors | Find UCCs filed against prospects for equipment purchases to time your outreach or spot a competitor's customers | | | **Territory planning** | Any report, scoped to a company layer | Run the Operators report on one territory to compare coverage and opportunity across reps or branches | | | **Cross-selling and share of wallet** | Contacts | Using imported product revenue, find a customer who buys one product category from you but not another, and suggest a cross-sell | | | **Account planning** | Operations | For a key account, combine Deep Research, Revenue & TAM, and USDA payments to plan the season's conversation | | ## Activity 2: Use Cases Pick two use cases from Part 4 and complete them in CamoAg. For each one, note: * Why you chose it * The filters and steps you used * The opportunity you found and the next action you'd take with it ## Mobile App Review | Guide | What it's for | | :- | :- | | [Getting Started with the iOS App](https://docs.camo.ag/ios/getting-started.md) | Install the app and find your way around. Includes a video. | | [Search on iOS](https://docs.camo.ag/ios/search.md) | Search for parcels, owners, and operations in the field | | [Notes](https://docs.camo.ag/ios/notes.md) | Log notes on operations and contacts from your phone. Includes a video. | ## Next Steps Pick one workflow from this page to use in the next week. For help, contact CamoAg support.