Scenarios for Creating and Using Routes

Retail sales managers and retail sales representatives perform the processes in these example scenarios for creating routes. Your company might follow different processes according to its business requirements. Topics include:

• Scenario for Creating Routes, which illustrates how retail sales representatives can use the Routes views to organize retail accounts into routes and use routes to schedule visits.

• Scenario for Creating Routes for Sales Representatives, which illustrates how retail sales managers can create routes and schedule visits for the retail sales representatives who they manage.

• Scenario for Creating Routes That Change Frequently, which illustrates how retail sales managers and retail sales representatives can create and manage routes that change frequently.