View assigned Routes & complete tasks

View assigned Routes & complete tasks

FOS can view the retailers in BSNL Salesport app as per the daily assigned routes:

        To view the Assigned routed, please follow the steps mentioned below:
  1. Login on "BSNL Salesport" app.
  2. Click on the "Work" tab from the navigation bar.
  3. Scroll down and find the "Beat Plan" tab.
  4. Select the "Beat Plan" option.
  5. After selecting, view all assigned routes on a specific date.
  6. You can click on  to create filters or to view map view of the customers.
  7. Click Route and app will show the retailers view on map with a tentaive route to follow.





    To Visit on Assigned routes Follow the steps mentioned below:

  8. Click on the "Actions" option under the retailer's name for the desired route.
  9. In the action menu, choose "Create a Task."
  10. Select the "Activity" as per your visit like "Order taking form".
  11. Choose the "Territory" and select stage "Assign".
  12. Click on "Check In" and then click "Next."
  13. A new form will open where retailer information will be displayed; click on "Next" again.
  14. Search for the "Product" and select the "Quantity".
  15. Click on "Proceed" after selecting the product.
  16. Click on "Submit now ."
  17. After clicking "Submit now," your visit will be successfully submitted or completed.




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