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.

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 –

• Tasks
• Task Smart View
• Task Counter (CASA)
• My Trips (only if the planned leads have a location tagged to them)

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

4. Create Plans

1. From the dashboard, tap . On the side menu, under Journeys, tap My Plans.
2. To create a new plan, tap .
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  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 .
2. To add leads, alongside the relevant lead, tap .
   • 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 .
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.

4.2 Create Plans with Lead-Based Smart Views

Create plans focusing on the most relevant leads by choosing from Lead-Based Smart Views or Lead Types.

1. Alongside each date, tap .
2. Click All Leads dropdown to view Lead-Based Smart Views or Lead Types.
3. Select the relevant Smart Views.
4. To add leads from the specific Smart Views, alongside the relevant lead, tap .
5. Click Next to view a summary of your Plan. Once you’re done, click Submit for Approval or Publish.

4.3 Create Plans with Lead Templates

1. Alongside each date, tap .
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.

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 . On the side menu, under Journeys, tap My Plans.
2. To create a new plan, tap .
3. Under Select Date Range, tap  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 . 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.

6. View Lead Templates on Mobile App

1. From the dashboard, tap . 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.

7. Approve Plans

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

1. From the dashboard, tap . 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.

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 –

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.