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We've created a step-by-step guide for you to learn how to use it easily and, best of all, yourself!

You will watch short and objective video lessons, where we simulate all the steps of the Visits and Routes, how to create, edit, repeat and delete a Visit by, and create Visits by the APP.

We have divided this article for Managers who use the system, and Users who use the Contele for Teams APP.

Planning and Schedule: Scheduling by Map


Planning and Schedule: Basic Scheduling


Planning and Schedule: Overview


Planning and Schedule: Visit Planning


Planning and Schedule: Self-Planning


Planning and Schedule: Difference between calculate route and best route


Planning and Schedule: How does the repetition of visits work?


Planning and Schedule: How to reschedule visits?


Planning and Schedule: Bulk scheduling for multiple dates


Planning and Schedule: Edit Schedule


Planning and Schedule: How to delete Pending, In Progress and Cancelled Visits


Visits Report: Overview


Additional: Visits analysis exported in Excel


User

How to insert a visit in the schedule


Best Route to get to the location of the visit


How to fill in the fields of the visit


What did you think of this training sequence? Remember that you can access this page at any time, just visit our Help Center and search for "Visits".

You can also bookmark this page in your browser by typing CTRL + D (Windows) and Command + D (MacOS).

Leave your opinion and if you have any questions, talk to an expert in the online chat!

Date of last article update: August 19, 2021
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