Route Plan
In the route plan, admin can check the weekly plan added by all sales representatives for the assigned routes
Last updated
In the route plan, admin can check the weekly plan added by all sales representatives for the assigned routes
Last updated
In CRM, to check the route plan of sales representatives, select Field Sales and click on Route Plan
In the route plan, select the date in the date navigator and check the sales agent and his weekly plan
Admin can change the route plan for a sales representative
To change a route plan for a sales representative, select the date and click on the route
On the appeared page click on the cross to remove the route
Select the route from the list and click on save
The changed route will be added to the route plan for a sales representative