> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/field-sales/scheme.md).

# Scheme

## Add Scheme

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

![](/files/iBz7Aj8JeuoHuPhNCDV5)

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

![](/files/PaQRtRbUe93EyeDaTikO)

Add all the details and **save**

![](/files/0CWlq8xmPykhNpNvwBny)

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

![](/files/O6XMZmrc8VAkHiVpVOiQ)

## 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

![](/files/ffk2ltuwYNaDZNWr7kdW)

You can view all the details of the added scheme

![](/files/mz7S8I49Ac7AIFOOh7SS)

## Edit Scheme

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

![](/files/6O0CuQHOWdTtkeI39BcS)

Edit the scheme details and **Save**

![](/files/UF9oDHANgfEskMoC2E95)

## Delete Scheme

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

![](/files/5WlLNd6lNsQOX1KmNnEe)

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

![](/files/AxRVPePD0UNuqUJKYuMb)