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Siebel Consumer Sector Guide > Routes > Business Scenarios for Routes >

Example Workflow for Routes

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This is an example workflow for planning routes. Your company may follow a different workflow according to its business requirements.

End User Procedures

Routes are typically either created by end users, such as retail sales representatives, or created 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:

Create a route. You must specify the person for whom you are creating the route (generally, either retail sales manager or a retail sales representative who reports to one). For information on performing this procedure, see Creating a Route.
Add accounts to a route. As you add accounts, you add details such as the start time and duration for each visit to the account. However, you do not specify a start date, because the route can be used repeatedly to schedule visits. For information on performing this procedure, see Adding Accounts to a Route.
Optional: Assign a target list to a route. If you are using the Account Targeting feature to create target lists, you can assign them to a route. For information on performing this procedure, see Assigning Target Lists to a Route.
Schedule visits. When the route has been created, you can use it to schedule visits to every account in the route. For information on performing this procedure, see Using a Route to Schedule Visits.

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.

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