Siebel Consumer Goods Guide > Routes >

Using Routes to Schedule Visits (End User)

After you create a route, you can use it to schedule visits to all the accounts you added to the route.

This task is a step in Process of Creating and Using Routes.

To schedule visits from the My Routes view

  1. Navigate to the Routes screen > Routes List view.
  2. Drill down on the Route Name field hyperlink for a selected route, and click the More Info view tab.
  3. In the More Info form, click the Schedule button.

    The Auto Schedule dialog box appears.

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

    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. All activities that are relevant to the visit are automatically applied. Therefore, you do not need to associate activities to visits after they have been created.

    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. Check the Daily Calendar view for possible conflicts after routes have been added to their schedules. If scheduling conflicts exist, adjust the starting times of appointments or delete them as necessary to resolve the conflicts.

Siebel Consumer Goods Guide