FAQs in this section
How do you create a Beat plan?
Creating a Beat Plan involves the following steps:
Follow these steps to select user and beats:
- Selecting User and Beats
- Selecting Outlets
- Selecting Actions
- Scheduling
Follow these steps to select user and beats:
- Log in to your CRM account.
- Go to Tools.
- Select Beat Plan.
- Click +Add Beat Plan. The Creating Beat Plan window opens.
- Enter the Beat Plan Name under the Select User and Beats section.
- Select the Assigned To from the drop-down.
- Select the Start Date by clicking on the Calendar icon.
- Click Setup Plan.
Step 2: Selecting Outlets
Follow these steps to select an outlet:- Select the Agent from the drop-down under the Select Outlets section.
- Select the Beat.
- Select Filters from the drop-down.
- Select Show Conditions to add Conditions.
- Click Show Outlets.
- Select the Route from the drop-down.
- Select Start Location by clicking the More icon on an outlet.
- Select End Location by clicking the More icon on an outlet.
- Select Edit by clicking the More icon.
- Click Generate Route. The route will be displayed on the map.
- Click Next.
Step 3: Selecting Actions
Follow these steps to select the Actions for a sales agent:
Follow these steps to create a Schedule:
- Enable Take Order.
- Enable Auditing. You can link the Audit Templates by clicking the Audit Template icon.
- Click the Audit Template icon.
- A List of Active Audit Templates will be displayed.
- Select the Audit Template you want to attach.
- Enable Feedback. You can link Surveys by clicking the Survey icon.
- Click the Survey Icon. A List of Active Surveys will be displayed.
- Select the Survey you want to attach.
- Enable the Last 5 Orders if you want to repeat your orders.
- Click Next.
Follow these steps to create a Schedule:
- Select the Frequency based on Daily, Weekly, Monthly, and Yearly.
- Select Repeat from the drop-down if you want the Beat plan to be repeated every once in two days or five days.
- Select the Number of Recurrences from the drop-down.
- Select Until.
- Click Save.