{"id":1239,"date":"2016-11-07T14:09:14","date_gmt":"2016-11-07T14:09:14","guid":{"rendered":"http:\/\/www.portatour.com\/blog\/users\/en\/?p=1239"},"modified":"2016-11-07T14:09:14","modified_gmt":"2016-11-07T14:09:14","slug":"one-client-multiple-reps-portatour-helps-with-coordination","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2016\/11\/07\/one-client-multiple-reps-portatour-helps-with-coordination\/","title":{"rendered":"One client \u2013 multiple reps: portatour\u00ae helps with coordination"},"content":{"rendered":"

Especially from the pharmaceutical industry, we have often heard the requirement that one client should be visited by two or even three sales reps on a regular basis in order to\u00a0provide even more attention to the client. In this case, you have to avoid those field reps from “coming and going constantly” to the same customer. Ideally, just one rep should call on a customer in a given week. This means however a lot of coordination effort.<\/p>\n

portatour\u00ae offers support for this with today’s update. It is possible to determine a so-called “Scheduling restriction<\/strong>” on the basis of calendar weeks individually per customer. To enter it, click the pen-symbol of the Scheduling parameters<\/strong> on the customer detail page.<\/p>\n

\"Planungseinschraenkung-EN\"<\/a><\/p>\n

If, for example,\u00a0a customer should be visited regularly by two colleagues, the first rep sets the scheduling restriction on “Only in even weeks<\/strong>” for this customer, whereas the second rep sets it to “Only in odd weeks<\/strong>“. In this way, it is ensured that the client is never suggested for a call by both colleagues in the same week when portatour\u00ae does automatic call planning.<\/p>\n

The modification of customers’ scheduling restrictions is also available through the extended customer search<\/strong> and the subsequent mass editing<\/strong>. In this way, the scheduling restriction can easily be set by postal code<\/strong>. Additionally, the customer export and reimport<\/strong> also allows\u00a0an en masse<\/em> setting of the scheduling restriction.<\/p>\n

Hint: If two colleagues share the same territory, we recommend subdividing it into two halves,\u00a0e.g. South\/North or city\/suburbs. For each sub-territory, the colleagues set opposite scheduling restrictions. Through this process, you support the planning of mileage-optimized routes, since in one given week, only the customers of a compact geographical region are taken into account.
\n<\/em><\/p>\n

To check the scheduling restrictions, the coloring of the customers on the map<\/strong> can be shown according to the restriction. Just click on the cogwheel-symbol on the right upper corner and then on “Color: scheduling restriction<\/strong>“:<\/p>\n

\"Planungseinschraenkung-Landkarte-EN\"<\/a><\/p>\n

Please note:<\/em><\/p>\n