Scheduling parameters

Go to the customer call settings tab. In the schedule settings section, you can set the default for desired call interval and call duration, which portatour® uses for sales-route scheduling if there are no individual settings for customers. Set values that work as default for most of your customers.

Schedule calls automatically / manually

In automatic scheduling, customers are automatically included by portatour® for sales-route scheduling according to their call urgency. The call urgency is determined by using the duration between your last visit and the current date and comparing it to the planned call interval.

When scheduling is set to manual, customers are only considered in the schedule, if appointments with these customers are set in your Salesforce calendar (see section Call settings for appointments) or if they are included manually in your schedule (see section Include customers in schedule).

Call interval

The call interval (call frequency) determines how often your customers should be called. A customer with 30 day interval will be scheduled by portatour® once a month on average, assuming automatic scheduling is activated.

Setting Calculated means that the logic set by the administrator of your Salesforce organization controls your customer call interval (e.g. high-turnover Accounts more often than low-turnover Accounts). Contact your Salesforce administrator for more details.

Select Specified if the requirement for your customers is a fixed interval you defined. You can either select one of the proposed intervals from the drop-down menu or enter a value between 7 and 730 days (e.g. between weekly and every 2 years).

If you do not want to visit your customers regularly, set call interval to None.

Due after

It is possible that portatour® suggests a customer call in a route, although the listed call interval has not been reached yet. Therefore, enter in the Due after menu how much time must have elapsed after the last call before a customer can be suggested for the next one. 70% means that a customer with a preferred call interval of 30 days will be taken into consideration by portatour® only 21 days after the last call, at the earliest. Select one of the proposed percentage points or type in a number between 0% and 100%.

Expected call duration

Here, you can enter the average duration of a customer call in minutes. The value must be between 1 and 480 minutes. Do not only take into account the duration of the call itself but also time for finding a parking lot, preparing the call, walking distances from the car to the customer, possible registration and check-out formalities and waiting times.