Create & edit beat plan for mobile users · BSNL

Create & edit beat plan for mobile users

Create beat plans for team journing planning

1. From BSNL Salesport Home Screen, scroll a little down under team management, click Beat Plan
2. After clicking now if Beat Plan has already been created then the user can view the same on this screen.
3. Click on the +New Button to create a new beat plan
4. Now type the Name of the Beat Plan.
5. Select the Start Date and End Date for this Beat Plan.
6. Don't forget to select the collection.
7. After filling all the Mandatory fields click OK.




Edit beat plans:

1. From BSNL Salesport Home Screen, scroll a little down under team management, click Beat Plan
2. After clicking now if Beat Plan is already created then the user can edit the same on this screen.
3. Under the created Beat Plan, click on the Edit Button
4. Now edit the beat plan details such as the beat plan's name and end date (The start date can not be edited for the active beat plan).
5. Finally, click on OK.





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