📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
If you are using the Sage Sales Management web application then you can view the daily route of a sales rep. Just go to the Activities menu from the web app, and add the following filters:
By activity: select the "Check-in" option.
By users: indicate the user whose daily schedule you wish to view.
By date: select the day you wish to view.
You can apply other filters, including: accounts, opportunities, contacts, environment, etc. You can also delete applied filters at any time.
Activities are ordered from most to least recent. The option "Display Map" is located next to each day so that you can view your route for the day on a map.
This means that a sales rep's activities for a given period of time can be viewed on a map. The route is illustrated with lines and arrows representing visits in the order they are undertaken. Click the icon for a specific account to view account data, including all activities.
