Tour Plan

Tour Plan You Can See Date Wise Screen You Can See Time Wise Screen You Can Select Field Visit You Can Fill Up Customer Check In Check Out

1.For Day Plan, click on Tour Plan.

1. You can choose which date you have to plan after viewing the date-based screen.

1. You will see the Timewise screen. Click on the time slot you desire.

1. Choose the field Visit. After you click on this field, you will see the planning form. In this form, you will first create your customer, so you will click on the + button. After that, you will see the Customer Profile.

1.Customer Name:

2.Customer type: Small, Medium, Large, Sub Dealer, Dealer

3.Class: A, B, C, D

4.Contact No:

5.Email:

6.Pick Location: Click On Box and you can drag pin for adjust address.

7.After you can only Fill City and Area.

8.Click on the Save button.

1.Customer : The customer can be saved after typing in their name in the Customer Name field and then selecting the customer from the list.

2.Customer Type : Auto-fill customer type when selecting a customer

3.Joint Visit : In this field, you can specify when you will go to the customer's place with your colleague.

4.Remark : Any comment can be added against this visit.

5.Click On Submit : The customer has been added to the tour plan.

1.When you make your day plan when you are at the customer's location, you can simply click on the Check In button. Your Plan Customer list will appear, and then you can click on the customer's name.

2.Once you reach the Check-in form, select the only visit type you wish to check in for and click the Check-in button.

1. Once you can be done Check-In from Sales Dashboard you can see the Check out Option. - When you can leave from the customer's place you can click on the check out Option after you can see the check out form.

Is Productive call?

If Yes, So you can Fill Below Filed.

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