Siebel Life Sciences Guide > Planning Calls > Process of 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:

• Accounts view. Shows accounts associated with the selected routes. For more information, see To add accounts to a route using the Accounts view.
• Explorer view. Shows routes and accounts in a hierarchical format. For more information, see To add accounts to a route using the Explorer view.
• Target Accounts view. Shows all accounts and allows you to choose which you want to add to the selected route. For more information, see To add accounts to a route using the Target Accounts view.

This task is a step in Process of Planning Calls.

Adding Accounts to Routes Using the Accounts View

The following procedure shows you how to add accounts to a route using the Accounts tab.

To add accounts to a route using the Accounts view

1. Navigate to the Routes screen.
2. In the Routes list, drill down on a route.
3. Click the Accounts tab.
4. In the Accounts list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   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.

5. Repeat Step 4 until all accounts have been added to the Accounts list.

Adding Accounts to Routes Using the Explorer View

The following procedure shows you how to add accounts to a route using the Explorer view.

To add accounts to a route using the Explorer view

1. Navigate to the Routes screen.
2. In the Routes list, drill down on a route (in the Route Name field).
3. Click the Explorer tab.
4. In the Routes List explorer tree, do the following:
   1. Expand the Routes folder
   2. Under Routes, expand the route to which you want to add an account.
   3. Expand the Accounts folder under the route.

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

5. 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.

   Field	Comments
   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.

6. Repeat Step 5 for each account you want to add.

Adding Accounts to Routes Using the Target Accounts View

The following procedure shows you how to add accounts to a route using the Target Accounts view.

To add accounts to a route using the Target Accounts view

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.

1. Navigate to the Routes screen.
2. In the Routes list, drill down on a route (in the Route Name field).
3. Click the Target Accounts tab.
4. 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.

5. Click Commit.