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Siebel CRM Siebel Mobile Guide: Connected
Siebel 2018
E52426-01
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Managing Routes for Siebel Consumer Goods

A route indicates which accounts a sales representative plans to visit on a particular day.

The following procedure related to routes and route management are included in this topic:

Displaying Route Details

You can display route details by using the Routes view.

To display route details 

  1. Tap Side Menu and then tap Routes to display the following:

    • The Routes list and details in the main pane or work area.

    • The calendar in the side pane showing the call scheduling information.

  2. Drill down on a link in the Route Name field to open that route record.

    All accounts associated with the route appear in the main pane after the route details.