Siebel Consumer Sector Guide > Routes >

About Routes

Routes are used to schedule visits to groups of retail accounts that are visited regularly, and on the same day or series of days, by a retail sales representative. You can also schedule non-routine visits to accounts by assigning target lists created in Account Targeting. A route specifies the order in which the accounts are visited and the starting time for each visit. By arranging a group of accounts into an efficient route, you can make sure that retail sales representatives minimize the amount of time spent traveling between accounts.

After it has been created, a route can be used repeatedly to schedule store visits to the accounts in the route. You can also create routes to schedule store visits for a specific period of time, such as in support of a promotion, campaign, or objective. You can use views in either the Routes screen or the Calendar screen to schedule these visits.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003