Manage Plans on the Mobile App

1. Feature Overview

Journeys enables all sales users to create a Plan (Beat Plan, PJP etc.) in just two simple steps by defining the plan duration (i.e. Start Date & End Date) and adding the relevant leads. Users can also send plans for approval to their respective managers if required. Once a plan is published or approved, the configured To-Dos will be created against the added leads. The plan execution can then be tracked through My Trips, Tasks, Task Smart Views, etc., on the LeadSquared mobile app. 

This article explains how you can create plans through the LeadSquared mobile app.

LeadSquared - journeys

 

2. Prerequisites

  • Journeys must be configured on the web app. To know more, refer to Setting up Journeys on the Web App.
  • Journeys must be added to the side navigation menu on the mobile app.

 

3. How It Works

Admins must first enable and configure Journeys on the Web application. Once configured, sales users can create plans on the mobile app and submit them for approval to their managers, if required. Users can access all published plans on the My Plans page.

Once managers approve the plans, it will be reflected on the following pages on the mobile app –

Users can then follow their plans while performing their assigned tasks.

 

4. Create Plans

  1. From the dashboard, tap LeadSquared - Mobile app menu. On the side menu, under Journeys, tap My Plans.
  2. To create a new plan, tap Create plan icon.
  3. Under Select User, select the user you want to assign this plan to. This section will be displayed to you only if you have other users working under you. If not, you can only create plans for yourself.
  4. Under Select Date Range, tap calendar icon to select your start and end dates on the calendar.
    • Start Date – The start date of the planned period, starting from the current date and extending up to 90 days.
    • End Date – The end date of the planned period, extending up to 31 days from the selected start date.
  5. Under Working Days, select your official working days. By default, the working days are set from Monday to Saturday. Tap Next.
  6. Under Create Plan With, you can choose to create this plan by searching for leads manually or using a pre-existing lead template. Once you select the relevant option, click Next.

4.1 Create Plans with Leads

  1. Alongside each date, tap Dotted add icon.
  2. To add leads, alongside the relevant lead, tap Black add icon.
    • Only the leads accessible to the logged-in user will be available for planning. Leads will be displayed based on the configured lead access hierarchy.
    • To request your manager for a joint meet with a lead you’ve added, enable the toggle beside Joint Meet.
  3. Search for leads on the search box. To filter your leads, tap Filter icon.
  4. Tap Next. You will now receive a summary of your plan with the total number of tasks and unique leads you’ve added. Once you’ve reviewed it, tap Submit For Approval or Publish.

Note:

  • You can add more leads to your plan till you meet the daily quota configured by your Admin. If no quota has been assigned, you can add up to 40 leads to your plan in one day.
  • To preview the plans you’ve created, on the side menu, under Journeys, tap My Plans. Then, tap the plan you wish to view.
  • If Approvals are disabled in your account, the plans will get published immediately.
  • If Approvals are enabled in your account, the plans will get published once your Manager approves them.

LeadSquared - Create Journeys Plans on Mobile

 

4.2 Create Plans with Lead Templates

  1. Alongside each date, tap Dotted add icon.
  2. Tap on the relevant lead template to select it. Once selected, you can tap on the template to view the leads added.
    • On this card, to remove a lead from the plan, alongside the lead, uncheck the box.
    • To create a joint meeting for a particular lead, alongside the lead, enable the Joint Meet toggle. Once you’re done, click Save.
  3. Click Next to view a summary of your Plan. Once you’re done, click Submit for Approval or Publish.

LeadSquared - Create Plans using Templates on Mobile App

 

5. Block Dates on the Plan

Block specific dates on your plans for planned leave or official activities. Blocked dates will be displayed to your manager, allowing them to view and approve the plan with this information. To block a day on the plan –

  1. From the dashboard, tap LeadSquared - Mobile app menu. On the side menu, under Journeys, tap My Plans.
  2. To create a new plan, tap Create plan icon.
  3. Under Select Date Range, tap calendar icon to select your start and end dates on the calendar. Under Working Days, select your official working days.
  4. Under Create Plan With, you can choose to create this plan by searching for leads manually or using a pre-existing lead template. Once you select the relevant option, click Next. Tap Next.
  5. Alongside the date you wish to block, tap Dotted add icon. On the top right corner of the page, tap Block Date.
  6. Select your reason for blocking the day (Leave, Meeting, Training, Holiday, etc.).
  7. Proceed adding leads on the other days of the plan and save it. You can view your blocked days on the plan preview.
Note: If you’ve already added a few leads for the day and then tap on Block Day, the system will remove all the selected leads and override the selection with the block day reason selected. If the user deletes the block day later, the user will have to start adding the leads from 0.

LeadSquared - Day Block in Journeys

 

6. View Lead Templates on Mobile App

  1. From the dashboard, tap LeadSquared - Mobile app menu. On the side menu, under Journeys, tap My Templates.
  2. You can view all the available lead templates on this page.
  3. To view the leads on the template, tap the lead template.
  4. On this pop-up, to view a lead’s details, tap the lead name.

LeadSquared - My Templates on Mobile App

 

7. Approve Plans

Managers can approve/reject their users plans on the mobile app –

  1. From the dashboard, tap LeadSquared - Mobile app menu. On the side menu, under Journeys, tap My Approvals.
  2. Tap the relevant plan. You will now see a summary of the plan created.
    • To bulk approve plans, long press a plan card. Then, select all the other plans you wish to bulk approve.
    • For plans containing Joint Meetings, a confirmation pop-up will appear, providing options to cancel or proceed with approval.
    • Upon confirming, the selected plans will be approved, and the associated Joint Meet Tasks and other Journey Tasks will be created for both the approver and the requester. 
  3. Alongside the dates added in the plan, the number of leads added for that day will be displayed. Tap on these leads to view the details of the leads added. You can also choose to opt out of Joint Meetings here by sliding the Joint Meet toggle.
  4. To approve or reject the plan, on the bottom of the page, select the relevant option.
Note: Expired plans cannot be selected in bulk to ensure that only active plans are processed. 

LeadSquared - My Approvals on Journeys

 

8. Use Plans on Mobile

Once you’ve created your plans, you can view them on the My Plans page. On the right side of each plan, a message will be displayed to indicate whether the plan has been approved, rejected or pending for approval. Once the plan is published, the To-Do Tasks for journeys will be created immediately based on the plan. The To-Dos created will immediately be reflected on the following pages –

LeadSquared - Using Journeys on Mobile

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.

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