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Journey Cycle Plan

Journey Cycle Plan

 

The Work Flow

 

Step 1 : Journey Cycle Menu. Go to ‘Sales’ module -> Click on ‘Journey Cycle Plan’ menu.

 

 

Step 2 : Click Create and Select the Month and the Year, Start Date and End Date will automatically fetched. Once Saved the dates will be fetched automatically.

 

 

Step 3 : Select the Purpose and Send for approval.

 

 

Step 4 : Manager Login – Sales Manager can Approve or Reject.

 

 

Step 5 : Once approved, You can view the actual data by clicking on ‘load data’ Button. The actuals are displayed from vists that salesperson create.

 

 

Step 6 : Visit Creation

 

 

Step 7 : Journey Cycle Plan Report

 

 

Step 8 : Create Visits from CRM

 

 

 

 

Journey Cycle Plan

This module helps salesperson plan their Visits, Demo Meetings, Site Survey etc. for an entire month beforehand. It helps them record their visits against each customer. Once the plan is approved by the sales manager, You can view the actuals against each plan.

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