Creating Beat Plan

To create beat plan follow the steps mentioned below:

  1. On Web Console go to Performance module and click on Beat Plan module
  2. Click on 'Plus icon' on right hand top to add new Beat Plan
  3. Fill Beat plan details like name, code and description and click on Next
  4. Select an activity and collection and click on Next.
  5. Choose users and click on Next.
  6. Check user filtration and go Next.
  7. Select highlights (these are the priority fields that will be visible to Mobile user in app)
  8. Choose restrictions if needed
  9. Define duration of Beat plan
  10. Click on Save.