Siebel Life Sciences Guide > Planning Calls >
Adding Accounts to a Route
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:
To add accounts to a route using the Accounts view tab
- Navigate to the Routes screen.
- In the Routes list, drill down on a route.
- Click the Accounts view tab.
- In the Accounts list, create a new record, and complete the necessary fields.
Some fields are described in the following table.
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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. |
- Repeat Step 4 until all accounts have been added to the Accounts list.
To add accounts to a route using the Explorer view tab
- Navigate to the Routes screen.
- In the Routes list, drill down on a route.
- Click the Explorer view tab.
- In the Routes explorer tree, click the plus sign next to the route to which you want to add an account.
- Click the plus sign next to the Accounts folder displayed under the route.
A list of all the accounts assigned to the route appears.
- 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.
|
|
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. |
- 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.
- Navigate to the Routes screen.
- In the Routes list, drill down on a route.
- Click the Target Accounts view tab.
- 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.
- Click Commit.
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