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portatour® plans routes which can lead to Accounts, Contacts and Leads. In turn, these three objects are described as 'Customers'. In case you have not decided yet which object type to use for portatour®, use the decision support in section Accounts, Contacts or Leads as customers now.
To involve customers in route planning, it is necessary to first 'activate' them for portatour®. Call Settings are defined upon activation of a customer, amongst others: Call Interval, Business Hours, and the geo-position of a customer on the map. portatour® uses these to schedule visits. It is only after activation of a customer that it is available in route planning and portatour® Anywhere.
portatour® accesses the Activated Customers of a User in order to schedule routes for each user. The assignment of customers to owning users already present in the Salesforce Sales Cloud will be reused. You can change this setting in the Multiple sales reps per customer section.
Automatic and manual customer activation
Optional Filter for mass activation
Optional Initialization of 'Last Customer Call' Field
Single- / Multiple salesreps per customer Mode