Siebel Life Sciences Guide > Planning Calls in Pharma >

Adding Accounts to a Route (End User)

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

• Accounts view tab. Shows accounts associated with the selected routes. For more information, see To add accounts to a route using the Accounts view tab.
• Explorer view tab. Shows routes and accounts in a hierarchical format. For more information, see To add accounts to a route using the Explorer view tab.
• Target Accounts view tab. Shows all accounts and allows you to choose which you want to add to the selected route. For more information, see To add accounts to a route using the Target Accounts view tab.

To add accounts to a route using the Accounts view tab

1. Navigate to the Routes screen.
2. In the Routes list, drill down on a route.
3. Click the Accounts view tab.
4. In the Accounts list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account	Only accounts where the user is on the coverage team can be added.
   Call Duration	The scheduled duration of the account call.
   Call Time	The application automatically enters the current time in this field. Edit the value to reflect the time at which the account is to be visited.
   Last Call	Identifies the date and time of the most recent call to this account.
   Offset Day	Allows you to create routes that span more than one day. 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.

5. Repeat Step 4 until all accounts have been added to the Accounts list.

To add accounts to a route using the Explorer view tab

1. Navigate to the Routes screen.
2. In the Routes list, drill down on a route.
3. Click the Explorer view tab.
4. In the Routes explorer tree, click the plus sign next to the route to which you want to add an account.
5. Click the plus sign next to the Accounts folder displayed under the route.

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

6. In the Accounts list, create a new record for the account you want to add to the route and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Call Duration	The scheduled duration of the account call.
   Call Time	The application automatically enters the current time in this field. Edit the value to reflect the time at which the account is to be visited.
   Last Call	Identifies the date and time of the most recent call to this account.
   Offset Day	Allows you to create routes that span more than one day. 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.

7. Repeat Step 6 for each account you want to add.

To add accounts to a route using the Target Accounts view tab

NOTE:  When associating a target account with a route, only select accounts where the owner of the route is represented on the sales team. It is possible to pick any existing account in the database when associating a target account with a route. However, there is no check to determine whether you or the owner of the route has access to the account.

1. Navigate to the Routes screen.
2. In the Routes list, drill down on a route.
3. Click the Target Accounts view tab.
4. Select the accounts to add to the route.

   One way to select the accounts is to apply a target list and select the accounts in the list.

5. Click Commit.