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How to assign Beat Route to Users?


  1. In your web console, On the right top corner go to the Profile.  
  2. Now click on switch to 3.0.
  3. Select Calendar and then click on Planned.
  4. Under Planned,choose user to whom you want to assign Beat Plan.
  5. After clicking on User ,All the Beat Plan will be shown.
  6. Click on the Beat Plan that you want to assigned, under Beat Plan all the areas will be available.
  7. Drag and Drop the Area on the date on which you want to assign the Beat Plan .
  8. All the customers that will be mapped to that area will be assigned for the date.
  9. Finally click on Save to assign Beat route to the users.