If a customer has not been visited yet, the activation date is displayed on the customer's detail page in the Last call section under Activated on. The activation date corresponds by default to the date the customer has been created in or imported to portatour®.
Change activation date
- Open the customer detail page of the relevant customer.
- In the Last call section, click the pen icon
.
- Select Change activation date.
- Select the desired date and click Save.
Background
The activation date is used to calculate the call urgency of new customers. Starting from the activation date, portatour® calculates an optimized schedule for the new customer within the desired call interval. For example, a new customer that has been activated for portatour® on the 06/01/2022 with a call interval of 60 days will usually be scheduled between 06/01/2022 and 07/30/2022 at the latest.
The actual day for the initial call will be selected by portatour® according to an optimized schedule – i.e. it depends on the geographical location of the customer and the call urgency of existing customers. After the initial call, future calls will be scheduled based on the date of the last call and the call interval. The Activated on information will be hidden because it is no longer relevant for the call urgency.