- Plan Configuration is a target set by Admin that which Station Sales Person will visit in A Month.
- Plan Configuration is Used by Admin to define Salesperson will visit which Station for A Month.
- Admin can define salesperson team will visit which HQ, OS, EX HQ Station how many times in a Month.
- Admin have to define for Each Month.
Login >CRM >Sales Force Automation
- Call Planning > Plan Configuration.
- Click on Plan Configuration.
- Plan Configuration screen will open.
- Click on Add New.
- Adding new Plan Configuration screen will appear.
- Select Period Code from the Question mark.(Period code is Month for which Sales Person will plan)
- Adding new Plan Configuration screen will appear.
- Select Period Code from the Question mark.(Period code is Month for which Sales Person will plan)
Submit By Date – It is the date by which salesperson can submit plan for the month.
- Enter No of days Salesperson will visit Station in the particular month.
- For Eg : Sales Person will visit EX HQ for 10 Days, OS for 10 days and HQ for 11 days, Click on Save.
Finish Screen.
