Sales Representative Creates Routes to Schedule Account Calls

A sales representative for a pharmaceutical company needs to plan his account call schedule. Because he always visits the same accounts in the same order, he decides to organize his accounts into routes so that he can efficiently schedule all account calls.

He begins by dividing up his accounts into specific geographic areas. Then, he creates a four-day route that includes all accounts in the outlying portions of his sales territory. In addition to specifying which accounts fall into what routes, he defines additional details such as the starting time and the duration of each call. Once all routes have been defined, he schedules calls to all accounts in his territory for the upcoming month.