A Route is way from one place to another. In the system need to set route for sales person. Due to sales person can visit one place to another place.
Login > CRM > Sales force Automation
In Sales Force Automation > My Master > My Route
- After Sales Force Automation Menu opens.
- Click on My Master
- And then My Route
My Route Screen Appears. Click on Add New
Adding new screen will appears.
- Sales Person: Will set automatically
- Route ID: Will set automatically
- Locality: Select from pop help which route you want to add
- Sh Descr: Short description will automatically set after selecting locality
- Descr: Description will automatically set after selecting locality
- Active: Yes
- Station Type:
- Click on Finish button to save
