Plan your journey

When to use this: You want a daily route before heading into the field, or you are scheduling visits across the week.

Where: Workspace → Journey plan

Steps

1. Open Workspace → Journey plan — the header shows Field visit plan and the hint Drag leads onto days · review today’s route.
2. Today tab — review outlets already queued for the current day. Use Open calendar if you want to jump straight to the week view.
3. Calendar tab — plan the rest of the week:
   • Unscheduled leads (left) lists your assigned outlets not yet on the calendar. The subtitle says Drag onto a day.
   • Grab a lead card by the grip handle (⋮⋮) on the left, drag it onto a day column, and release on Drop a visit here.
   • Use Week / Month, This week, and the arrow buttons to move between date ranges. Filters narrows the lead pool (campaign, area, status).
4. After field work, log visits from Leads → Visits so Reports → PJP reflects actual coverage.

Today — review today’s route

Calendar — drag leads onto days

The calendar is a two-panel layout: Unscheduled leads on the left, the week grid on the right. Each day column shows Drop a visit here until you schedule a visit.

Drag-and-drop in action

Grab a lead by the grip handle (⋮⋮), drag it over a day until the column highlights, then release. The floating label follows your cursor while you drag.

Success looks like

Today lists the outlets you intend to cover. After logging visits, your Dashboard visit count and Reports → PJP tab show plan vs actual.

If it goes wrong

Symptom	Likely cause	Fix
No leads in the pool	None assigned to you for the selected campaign	Ask your manager to assign leads or confirm campaign filter
Drag does not stick	Network lag or unsaved plan state	Refresh the page and retry; check you are on the correct rep plan
PJP report shows zero planned	Visits not logged yet	Log visits from Leads; managers set the daily target under Operations → Rules

Related

• Work your lead list
• Log a visit
• Read your reports — PJP tab