Siebel Consumer Goods Guide > Routes >

Adding Accounts to Routes (End User)

After you establish a route, you can add accounts to it. You can assign any number of accounts to one route. Add accounts to routes in two views:

• 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, you associate the account record with 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 account's relationship with other account records.

This topic provides separate procedures for using each of these views.

NOTE:  You can 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 for which the owner of the route is 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, then the Routes List view.
2. Drill down on the Route Name field hyperlink for a route.
3. In the Accounts list, create a new record, and complete the necessary fields. Repeat this step for each account you want to add to the route.

   The following table describes some fields.

   Field	Comments
   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 you commit target accounts.
   Call Time	The current time. Edit this field to reflect the time when you visit the account.
   Offset Day	This field allows you to create routes that span more than one day, and indicates the number of days after the beginning of the route that you visit an account. For example, if you visit an account on the first day of a route, this field is 0. If you visit the account on the second day of a route, this field is 1.
   Last Call	This field identifies the date and time of the most recent visit to this account.

Use the following procedure to add accounts to a route using the Route Explorer view.

To add accounts to a route using the Route Explorer 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 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 that is under the route.

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

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

   Some fields are described in Step 3.

   Repeat this step for each account that you want to add to the route.