Journey Plans - Adding a Journey Plan for a Rep
Modified on: Thu, 9 Dec, 2021 at 11:49 AM
Important note: You can only use this approach if your Journey Plans are not being sent from an automatic import. If there is an automatic import from a back-end set up, it will overwrite any changes made on the console direclty.
1) Select Master Data > Users > Journeyplans
2) Then select on New which will create a new field at the bottom of the grid, see below screenshot.
3) Enter: Customer , User, and tick Week Day and Wk number of that you require Rep to call, and final select Project at far right - to activate select ACTIVE
4) Your new JourneyPlan is complete, select on SAVE, - then CLOSE & REOPEN console to view new JourneyPlan
** REPS need to sync to receive any changes made
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