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 add to the route.

CAUTION:  You can schedule multiple appointments for the same time period when using the Routes views to schedule visits. Such scheduling conflicts do not trigger an automatic notification. Check the Daily Calendar view for possible conflicts after routes are available on schedules. If scheduling conflicts exist, adjust the starting times of appointments or delete them as necessary to resolve the conflicts.

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, then the Routes List view.
2. Drill down on the Route Name field hyperlink for a route, and click the More Info view tab.
3. In the More Info form, click Schedule.
4. In the Schedule Visit dialog box, enter a date in the Start Date field, and 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 you create them.