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Create & edit Beat Plan for users

Create beat plan for users:

  1. From Urva Home Page, go to Beat Plan module under Team Management.
  2. To create, click on the + New icon to Add new beat plan.
  3. Fill information like Name,Description,Start Date,End Date.
  4. Choose a Collection to map.
  5. Finally click on OK button to create it.

 

 

Edit Beat Plan for users:
  1. Click on the relevant Beat Plan.
  2. Click on Editand change it as per requirement and then click on OK button to update it.

 

 

Now you have created ad Beat Plan, next would be to assign routes under that Beat Plan, Click Here to Know more...

Assign People records to Users for route mapping, Click Here