Manual Planning
The Customer activity planning screen is a calendar where every appointment is a drag-and-droppable event. You filter by owner, create a task with one click on a time slot, and reschedule it by dragging it.
Overview
Planning organizes the sales reps' upcoming fieldwork: customer visits, quote follow-ups, negotiations, follow-up calls. Each task is placed on a calendar at a date and time, assigned to one or more owners, qualified by a stage and an evaluation score. Once completed, it is reported and flows up into Customer activity.
Business goal
- Plan & distribute the team's visits
- Reschedule an appointment with a single drag
- Prepare a route per sales rep
- Track the stage and rating of each visit
Target audience
- Sales manager — plans & balances the workload
- Sales reps — carry out & report their visits
- Field coordination — organizes the routes
Everything is done with the mouse
Click a slot to create, drag an event to move it, stretch it to change its duration — the database is updated automatically.
Access and navigation
Left-hand side menu: Commercial activity → Planning.
The calendar
The central screen is an interactive calendar. At the top: the view selector (Day / Week / Month), the owner filter and the navigation arrows. The grid displays appointments as colored blocks according to their stage.
Presentation
Quote follow-up
Negotiation
Follow-up
Closing
Drag an event to reschedule it — Swifto saves the new date automatically.
The color of a block corresponds to its stage (Prospecting, Presentation, Negotiation, Closing…), configurable in Stages & objectives.
Day / Week / Month views
Three zoom levels on the schedule, depending on what you're preparing.
Day
Hour-by-hour detail of a single day — ideal for preparing a precise route.
Week
Default view — balances the team's workload over the 5 / 7 days.
Month
Overall view — spot peaks and slow days to plan ahead.
The arrows move forward / back one period; the icon returns to today.
Filter by owner
The Owner selector narrows the calendar down to a specific sales rep's schedule. Essential for preparing one person's route or distributing visits fairly.
Responsible filter
The same task can have multiple owners (a visit with two sales reps): it then appears on each one's schedule.
Create a task
Click a time slot on the calendar (or New): a window opens to enter the details of the planned activity.
New planned activity
| Field | Description |
|---|---|
| Task | Nature of the activity (visit, quote follow-up, follow-up call…). |
| Stage | Position in the sales cycle — sets the color of the block. |
| Customer | Account concerned by the visit / task. |
| Owner(s) | One or more assigned sales reps. |
| Start / end date | Planned slot — pre-filled by the clicked time range. |
| Score | Rating out of 3 stars (filled in when completed). |
Drag and drop
The strength of the screen: moving an event to another slot reschedules it instantly, and stretching it changes its duration. The scheduled date is updated in the database immediately — no manual confirmation needed.
Move = reschedule
Drag the block to another day / another time. The new date is saved right away.
Stretch = change duration
Pull the bottom of the block to lengthen or shorten the appointment.
Drag and drop modifies the database directly: an accidental move actually reschedules the visit. Check the block after releasing it.
Complete & report
After the visit, open the event and change its status. This is what moves the task from "planned" to "completed" and pushes it up into the timeline.
| Status | Meaning | Input required |
|---|---|---|
| New | Planned activity, not yet completed. | — |
| Validated | Visit completed and reported. | Report + ★ score. |
| Canceled | Activity not completed. | Reason required. |
| Reported | Postponed to later. | Reason + new date + new stage. |
Choosing Cancelled or Rescheduled opens a mandatory Reason field; "Rescheduled" also requires a new date and a new stage.
Lifecycle
A planned activity always follows the same cycle, from creation to reporting.
flowchart LR
P([Create on calendar]):::s --> N[New]:::p
N -->|drag and drop| N
N --> R{Completed?}:::p
R -->|Yes| V([Approved
report + ★]):::ok
R -->|Postponed| M([Rescheduled
new date/stage]):::w
M -.-> N
R -->|No| K([Cancelled
+ reason]):::ko
V --> T[[Flows up into
Customer activity]]:::c
classDef p fill:#EEF0FF,stroke:#6C5DD3,color:#3a2b80;
classDef s fill:#F5F3FF,stroke:#7366FE,color:#5B21B6;
classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
classDef w fill:#FEF3C7,stroke:#F59E0B,color:#92400E;
classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;
classDef c fill:#F0EEFF,stroke:#7366FE,color:#5B21B6;Business rules
Drag and drop = rescheduling — moving an event updates its scheduled date in the database immediately.
Reason required — switching to Cancelled or Rescheduled requires a reason; "Rescheduled" also requires a new date and a new stage.
Score out of 3 stars — every completed activity is rated to prioritize high-potential accounts.
Multiple owners — a task can be assigned to several sales reps and appears on each one's schedule.
Company-level isolation — you can only plan and see the customers and sales reps of your own company.
Real-world scenario
Mouadh's week as a sales rep
- 1Monday — he opens Planning, filters on his name and places 4 visits with a click on the calendar, setting the stage (Presentation, Negotiation…).
- 2Tuesday — at EL MAZRAA, he completes the visit, sets the status to Validated, enters the report and rates it ★★★.
- 3Wednesday — ECAR shifts: Mouadh drags the event to Thursday 11am. The date updates automatically.
- 4Friday — his manager filters on Mouadh and sees a full week; the EL MAZRAA ★★★ visit is already visible in Customer activity.
FAQ & Tips
My calendar is empty?
Check the owner filter (it may be pointed at another sales rep) and the displayed period.
I moved an event by mistake?
The move is saved right away: simply drag the block back to its original spot.
Tip — balance the workload
Go through the owner filter for each sales rep one after another to spot who's overloaded and smooth out the week's visits.
