8

Beatplan

How does beat route work? What is unschedule zero order in beat plan and how to add this? How can I add orders from beatplan? What is unschedule order in beat plan and how to add this? How can I make call to party after starting a beatplan? How does calendar filter work for beatplan? How can I add new beat plan in app? How to mark visit after starting a beatplan?

How to mark visit after starting a beatplan?

Go to dashboard.
Click on "Beatplans".

Once you have started beatplan, there is option of visit in each party shown beatwise. Click on "Visit". 

A message will appear asking "Start visit(partyname)"
Click "Yes".

Now visit page will open. fill the fields as required. Click "Finish" to mark visit completed.


Was this article helpful?

0 out of 0 liked this article

Still need help?

Privacy Policy Refund Policy EULA Security

© Delta Tech. All Rights Reserved