Knowledge Base Inzant Support Articles Management Portal / Web Client Configuration Users & Security

            Call Cycle Planning Management Spreadsheets

            Management Spreadsheets

            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 addresses.

            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 file name).

            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 Macro menu.

            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.

            Updated: 10 Mar 2019 02:07 PM
            Help us to make this article better
            0 0