Depending on the option selected when submitting the masterplan customers may or may not be preselected in the Rep’s/MSL’s target list:

1. Do not preselect any customers(accounts) - when using this option no customer will be preselected by the system in the target list of the Rep(MSL). The Rep will see in the adapted plan all relevant customers (customers in the targeted segments that have the primary or targeted address in their territory) and they can manually add them to their target list, one by one.
2. Preselect all customers/accounts from non shared bricks - when using this option the system will automatically preselect in the Rep’s target list all the relevant customers (relevant segments) that are in their territory but are not in bricks that the Rep shares with other Reps.
3. Preselect customers/accounts targeted by REP in a previous cycle - when using this option the system will preselect all the customers targeted by the position in a previous cycle. In this case, we need to specify the cycle. This option will display in the dropdown only the cycles that have at least one finalized plan.
4. Preselect customers/accounts profiled by position in the last months - When using this option the system will automatically preselect all the customers profiled by the Rep position in the last desired number of months. That means that when a new person comes on a Territory/Position, they will inherit the profiling done by their predecessor. Customers profiled by the position earlier than the desired number of months, will not be included. To support this option the template for uploading customer Profiling has been also updated to include the position that profiled the customer.

                      Submit Master Plan Popup

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NOTE

Depending on the submit option selected the cycle and profiling number of months fields will be enabled or disabled.

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When customers are automatically added to the target list the system copies the recommended frequencies for each brand and channel as well as total interactions by channel, and Reps have the option to manually change them.

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When a brick is shared between multiple territories, the system cannot know which customer to allocate to which Rep and therefore the customers from shared bricks need to be manually added to the target list.

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NOTE

If a customer belongs to more than one segment the total interactions per channel for that customer is calculated either as the SUM or the MAX of the details for each brand-channel, depending on the selected option in the Master Plan.

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NOTE

Even if a customer was preselected based on the options above the Reps have the option to remove them from the target list by pressing the CLEAR Button.

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ATTENTION

When using option 3 the system will preselect the customers targeted in the previous cycle, however, the recommended channel frequencies for those customers are the ones coming from the Plan Guidance and NOT the frequencies used in the previous cycle.

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