How are you all , SME local Malaysian , after implementation GST , hope you all are doing fine ,here , would like to share some idea about what we have improved existing workflow for the opportunity visit of the salesman , we added route plan
and each route plan , we added the possibility to add what customer that plan to visit ,
then we assign the route to the salesman with a target visiting date ,
after that we generate the Visit and it will show the salesman in the calendar which route plan they need to go in a month for each day ,
and this is the calendar view of the Route records for Each salesman …
and all the individual records that we have generated for each salesman will be shown at their opportunity records ,
Hope this would give u some idea of what you can do for customization of a route plan and we are now working on the mobile app , so that salesman can use it , even when there is offline or no connectivity !. Cheers !