Siebel Consumer Goods Guide > Routes >
Process of Creating and Using Routes
This is an example process for planning routes. Your company may follow a different process according to its business requirements.
Routes are typically created either by end users, such as retail sales representatives, or by a retail sales manager and assigned to a retail sales representative. To create a route and use it to schedule store visits, complete the following tasks, in the order in which they are listed:
- Creating Routes (End User)
- Adding Accounts to Routes (End User)
NOTE: Do not specify a start date, because the route can be used repeatedly to schedule visits.
- (Optional) Assigning Target Lists to Routes (End User)
- Using Routes to Schedule Visits (End User)
NOTE: When creating and scheduling a route with a limited duration, such as in support of a promotion, you can perform all of the preceding steps in the Target Accounts view.