Following are the Steps to Add a Route to the Sales Person.
Login > CRM > Sales Force Automation
- In Sales Force Automation (SFA), Menu
- Click on My Master > My Route.
- My Beat List Screen Will open.
- Click on the Icon ? in Search Scope or Enter the Sales Pers code.
- After Clicking on the (?) icon List of Sales Person List will open.
- The Sales Person list will appear as per Hierarchy.
- Select Sales Peron and Click on Ok
- Sales Person will set in Sales Person.
- Click on Search.
- Current Routes List of Sales Person will Appear
- Click on Add new
- My Beat List Screen will Open.
- Select the Locality that is to be added.
- Select the Route Type for the Route.
- Change the Route Description for the Route if Required.
