DMS - Visit Management
avtor: Yokogawa Votiva Solutions
DMS - Visit Management
v
Visit
route creation
○ Create visit route and assign one or multiple sales persons to the route
○ Arrange multiple visit schedules and routes for different sales persons
○ Set up the Number of cycles which determines the number of times a route would repeat
v Event scheduling
○ Schedule events for the route by adding customers (aka) destinations to visit
○ Schedule events on any specific day(s) of the week
○ Edit the frequency of visits as well as priority for each of them
2. Tasks
v Task creation
○ Create tasks with distinctive names and description details
v Task assignment
○ Assign specific tasks to sales persons with special filter that can be used in case the sales persons of a certain route take up either the same or different tasks
3. My Sales
v Sales person management
○ See the list of all the current sales persons existing on the D35 system
v Location identification
○ Identify where each sales person is located at on the map
4. My Tasks
○ View all information related to the created route including all the destinations that were added to the route as well as all the tasks that were assigned to that route.
○ View personal tasks of sales persons
○ Update task completion progress