Route Planning

The route planning is available in the calendar. Routes must be defined in Aurea CRM web beforehand.

To access the route planning:

1. Switch to the calendar.
2. Switch to the Route Planning tab.

   The existing routes are displayed.

   
   
   
3. Click on the desired route to display its details.
   
   
   

   Route participants are color-coded:

   • Green: These participants considered for the current route planning.
   • Red: These participants are considered for the next route planning.

Adding an Account to the Planned Route

To add another account or person to a route:

1. Switch to the desired route.
2. Click on (Account( new)) order auf (Person (new)).
3. Select the desired record and define the order.
4. Save.

Remove a Route Participant from the Planning

To remove a participant from the planned route:

1. Switch to the desired route.
2. Click on the desired route participant to display its details.
3. Click on (Edit).
4. Set the switch for the Plan field accordingly.

Plan the Route for a Specific Day

To plan the route for a specific day:

1. Switch to the desired route.
2. Click on (Select Date) to specify the desired date.
3. Click on Actions and select Plan Route.

   The activities that are generated by the route planning are added to the calendar.