If you are subscribed to the scheduling module you have the ability to take action on your Actions business insights by scheduling rep visits to whole segments of places at once.
Here’s how easy it can be done:
- Use Actions tab to gain insights into what’s happening in your accounts. Use filters to build "Segments" of Places, for example:
- Out-of-Stocks Yesterday.
- Category A - Not Visited in a Week.
- "New" accounts created in the past month.
2. After you have selected your accounts, click on the “Schedule a visit” button and assign reps for each visit.
3. Optionally, assign specific tasks to be performed at each visit and set a due date.
Our mass scheduling feature inside of our Actions tab not only saves you time but also gives you more power to take action on business insights.
You can keep your team focused and improve coverage of your most important accounts and react to alerts in near real-time to do things like minimizing out-of-stock events.