Siebel Consumer Sector Guide > Routes > End-User Procedures >

Using a Route to Schedule Visits

After you create a route, you can use it to schedule visits to all the accounts you added to the route. You can schedule route visits from a number of views. The following procedures show how to do this from the My Routes view, the Target Accounts view, and the Daily Calendar view.

To schedule visits from the My Routes view

  1. Navigate to the Routes screen.
  2. In the Routes list, select a route.
  3. Click the More Info view tab.
  4. In the More Info form, click the Schedule button.

    5. The Auto Schedule dialog box appears.

  5. In the Start Date field, enter a date, and then click OK.

    6. In-Store Visit appointments for each account in the route are added to the calendar of the retail sales representative to whom the route is assigned. These appointments have no retail activities associated with them. For information on creating retail activities, see Objectives and Retail Execution.

Caution:  It is possible to schedule multiple appointments for the same time period when using the Routes views to schedule visits. Such scheduling conflicts do not trigger any sort of automatic notification. Retail sales representatives should check the Daily Calendar view for possible conflicts after routes have been added to their schedules. If scheduling conflicts exist, they should adjust the starting times of appointments or delete them as necessary to resolve the conflicts.

To schedule visits from the Target Accounts view

  1. Navigate to the Routes screen.
  2. In the Routes list, select a route.
  3. Click the Target Accounts view tab.
  4. In the Target Accounts list, assign a target list of accounts to the route.

    5. NOTE:  For information on assigning a target list of accounts to a route, see To assign a target list to a route.

  5. In the Target Accounts form, click the Schedule button.

    6. The Auto Schedule dialog box appears.

  6. In the Start Date field, enter a date and click OK.

    7. In-Store Visit appointments for each account in the route are added to the calendar of the retail sales representative to whom the route is assigned. These appointments have no retail activities associated with them. For information on creating retail activities, see Objectives and Retail Execution.

Caution:  It is possible to schedule multiple appointments for the same time period when using the Routes views to schedule visits. Such scheduling conflicts do not trigger any sort of automatic notification. Retail sales representatives should check the Daily Calendar view for possible conflicts after routes have been added to their schedules. If scheduling conflicts exist, they should adjust the starting times of appointments or delete them as necessary to resolve the conflicts.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003