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My Team Trip / Beat Plans

My Team Trip / Beat Plans is designed for managers to view and manage beat plans created by members of their teams.

What you will see

  • A consolidated list of beat plans for all team members including plan owner and schedule summary.
  • Filters to show plans by team member, territory, or status.
  • Actions to reassign, duplicate, or approve plans.

Common manager tasks

  1. Review team plans
  • Open CRM → Field Tours / Trips → My Team Trip / Beat Plans to get a supervisory view of field activities.
  1. Duplicate a team's plan
  • Managers can duplicate an existing plan (for example, replicate a high-performing plan across multiple team members): use the Duplicate action, adjust assignees and dates, and save.
  1. Reassign or approve
  • Reassign plans to other team members when capacity or territories change.
  • Approve plans that require manager authorisation.

Tips

  • Use the manager view to balance workloads across your team and to ensure important customers are covered.
  • Duplicate successful plans to replicate best practices across territories quickly.