The management spreadsheets consist of basic
customer information in the first few columns, then the following columns
contain the days of the cycle grouped by week.
Customers are assigned to a cycle by including a
number in the cell. The spreadsheet can filtered to manage only one
salespersons call cycle at a time – but also to group customers sensibly by
various fields (state, postcode).
Sequencing of the retailers within the call cycle
is managed by the “Sequence”, which is actually the number placed in the cell
to specify that a retailer is within the call cycle. So to set up a sequence
for a user, you simply filter the sheet to retailers assigned to the user, and then
filter it again to the day you want to sequence. Then it’s simply a matter of
modifying the numbers so that the retailers sequence is ascending in the order
in which they should be visited.
An example of Call Cycle Management Spreadsheet
Inzant import files for call cycle
planning are configured in a manner that guarantees the security of your data
by only responding to correctly names spreadsheets from designated email
To use an Inzant call cycle planning management spreadsheet the
following process should be followed:
1. Make all changes to the sheet that are required (Do not change the
2. The import process is slightly different for Mac
and PC as follows: a. Windows - Click the Inzant Save button on the Home ribbon
(top right). This saves a new file with a txt ending on the filename in the
same location as the excel file. b. Mac – Run the SaveInzantFile Macro from the
3. The Save process will flag any errors that need
to be resolved and save a file in the same location as the Excel file.
4. The txt file must be emailed to the Inzant
System using the email address you have been advised to use. (Something must be
included in the subject line of the email).
5. Once the import is complete you will receive an
email with the results of the import.
1) Select "Macros…" from the menu.
2) Run the "SaveInzantFile" macro.