How to use Create New Beat?

Here in this screen user can do plan for visit places or store.

– Enter Beat Name and select beat visit date on which date user want to visit.
– Now select zone(If zone not found then first add zone name from “Add Zone”).
– Now select locality of customer( If not found then first create locality from “Add Locality” and This locality must be Assign to Customers from “ Customer >> Add Customer form >> Fill field Locality”).
– Locality must be assign to that particular customer and must be assign to particular zone then only customer list show in that locality and zone.
-Now select your customers from list and click on “ADD”
-User can also specify the day for which the new Beat is. Hence you can create Beat plan for future Dates too.

By |2018-07-10T06:46:57+00:00July 10th, 2018|0 Comments