Siebel CRM Siebel Mobile Guide: Connected Siebel 2018 E52426-01 |
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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:
Note : You must complete the relevant setup tasks detailed in Siebel Consumer Goods Guide and Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Consumer Goods. |
You can display route details by using the Routes view.
To display route details
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.
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.