Siebel Consumer Goods Guide > Routes >

Adding Accounts to Routes (End User)

When you have established a route, you can add accounts to it. There is no limit to the number of accounts that can be assigned to one route. Two views are available for adding accounts to routes:

• Route Accounts. Displays accounts in a list.
• Route Explorer. Displays routes and accounts in a hierarchical format.

  NOTE:  When you add accounts to a route using the Route Explorer view, the account record can be associated to the route based on a parent/child relationship. When you add accounts to a route using the Route Accounts view, you add an individual account record without needing to understand the accounts relationship with other account records.

Separate procedures are provided in this section for using each of these views.

NOTE:  It is possible to pick any existing account in the database when associating an account with a route. When associating an account with a route, select only those accounts where the owner of the route is represented on the sales team.

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

To add accounts to a route using the Route Accounts view

1. Navigate to the Routes screen > Routes List view.
2. Drill down on the Route Name field hyperlink for a selected route.
3. In the Accounts list, create a new record, and complete the necessary fields.

   Some fields are described in Table 26.

   Table 26. Selected Fields In The Accounts List

   Field	Comment
   Call Duration	The scheduled duration of the account visit. NOTE:  In Siebel Tools, this field has a Predefault Value of 5. Do not edit this predefault value. Changing this value leads to an error when target accounts are committed.
   Call Time	The current time. Edit this field to reflect the time when the account is to be visited.
   Offset Day	Allows you to create routes that span more than one day. It indicates the number of days after the beginning of the route that an account should be visited. For example, if an account is to be visited on the first day of a route, this field should be set to 0. If the account is to be visited on the second day of a route, this field should be set to 1.
   Last Call	Identifies the date and time of the most recent visit to this account.

4. Repeat Step 3 for each account you want to add to the route.

To add accounts to a route using the Route Explorer view

1. Navigate to the Routes screen.
2. Drill down on the Route Name field hyperlink for a selected route, and click the Explorer view tab.
3. In the Routes explorer tree, click the plus sign (+) next to the folder of the route to which you want to add an account.
4. Click the plus sign (+) next to the Accounts folder displayed under the route.

   A list of all the accounts assigned to the route you selected appears.

5. In the Accounts list, create a new record, and complete the necessary fields.

   Some fields are described in Table 26.

   Repeat Step 5 for each account you want to add to the route.