# Scheme

## Add Scheme

In **CRM**, Select **Field Sales** and click on **Setting**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F9EuetCKTyIb6K6uermTS%2F0.png?alt=media)

In the setting, select the **Scheme** and click on **+Scheme** to add a new scheme for site visit

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FPqsitUoQ9OwKhoMiUb2A%2F1.png?alt=media)

Add all the details and **save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FyKf910mXuOQaOF7jGqLH%2F2.png?alt=media)

A new **Scheme** will be added at the top

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FwvEB0f0PCSDF7jckMfoL%2F3.png?alt=media)

## View Scheme

You can choose to view the scheme that you have added

In the **Scheme,** click on the Actions (3 vertical dots) and select the **View** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F9ftn4Pki6o7bA7hjE89U%2F4.png?alt=media)

You can view all the details of the added scheme

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F5YuHB7bZEuLAApjJ4egV%2F5.png?alt=media)

## Edit Scheme

In the **Scheme,** click on the Actions (3 vertical dots) and select the **Edit** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FDE7ltY59YaSlXMVSBZAY%2F6.png?alt=media)

Edit the scheme details and **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Frj96UT4rXpg8bojfUIyM%2F7.png?alt=media)

## Delete Scheme

In the **Scheme,** click on the Actions (3 vertical dots) and select the **Delete** button

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fmpp7iLYB9AFKv0iYpNlI%2F8.png?alt=media)

Give your confirmation in the **popup** and the scheme will be deleted

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FcBMQflHdO3akebZyp99Q%2F9.png?alt=media)