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If you absolutely want to call a customer in the next couple of days, but have not agreed on a specific date, you can add a reservation to 'include' customers in the schedule so that they have to be considered and optimally ranked by portatour® in the schedule. Customers can be included at following places:
- On the customer page: open the customer who is to be included. In the call settings section, click on Include in Schedule.
- In the customer list: Highlight customers that should be included in the list and select Include selected in next schedule (see section Customer list).
- In a Mass Operation: Highlight the customers to be included in a custom view or by using the Salesforce search, and select Edit. Edit the reservation setting (see section Mass editing).
- On the map: Click on the customer marker in the schedule or in the customer list. An info-bubble pops up, click on Change... and select Keep in Schedule (or Include in Schedule).
The customers to be included in the schedule are now listed on the portatour® scheduling page in the Reservations tab.
If you subsequently update schedule, the customers included will be scheduled by portatour® and removed from the reservation list.