Hello All,
I am not able to find the answer for below question. Can anyone have its solution, Please provide
Which actions must be performed in order to plan a sales representative's route?
Like
Dear Amol,
To plan a sales representative route you need to install Field Sales package. Feel free to find the detailed manual on the installation process in our Academy - https://academy.bpmonline.com/documents/sales-enterprise/7-9/field-sales-functionality.
When the functionality is available, you'll have all the instruments to plan the rep's visit to the client. Kindly visit the chapter in the Academy, dedicated to planning the visits - https://academy.bpmonline.com/documents/sales-enterprise/7-9/visit-scheduling.
Lisa
Hi Amol,
You could try a tool on Creatio Marketplace called Mapsly where you can plan and build optimal routes that can be assigned to your sales representatives.
This tool also allows to set up configurable check-ins that can save visit notes/outcomes back to Creatio. You can also enable real time location tracking of your field sales team.
