Reschedule Salesperson to a Shift
How to reschedule Salesperson to a Shift
with CSV File
September 11, 2020
HyperC lets you fix scheduling in place for your Salesperson to a Shift with your data from CSV File — no code required.
with their parameters in CSV File
with parameters in CSV File
Automatically make scheduling changes in CSV File table
Workflows with Salesperson
CSV File workflows
How rescheduling Salesperson to a Shift with CSV File Works
Step 1: Add CSV File as database connection.30 seconds
Step 2: Create a business rule to take Salesperson from CSV File and put to a Shift table in CSV File.10 minutes
- Create more rules as needed, like completing an order by an employee.
Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
Step 4: Click “Create a new Process” to connect your data from CSV File (and/or other sources) with rules you just wrote.15 seconds
That’s it! You just saved most of the management work and optimized the process!