> For the complete documentation index, see [llms.txt](https://docs.wave.pt/wave-trade-x/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.wave.pt/wave-trade-x/app/estrutura/planeamento.md).

# Planeamento

O planeamento é uma funcionalidade online.

Na pagina do Planeamento vai ter a possibilidade de <mark style="color:blue;">**Entrar**</mark> ou <mark style="color:blue;">**Editar**</mark> planeamentos existentes ou <mark style="color:blue;">**Criar**</mark> planeamentos novos.

<figure><img src="https://2604970429-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlwGyVBVyBdZOzOkKRFs8%2Fuploads%2FMddLMGkZDUZB4hUUHQ1o%2FPlanning.jpg?alt=media&amp;token=23971f72-2e51-45f4-afce-8e7ae8f457a4" alt=""><figcaption><p>Planeamentos</p></figcaption></figure>

<figure><img src="https://2604970429-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlwGyVBVyBdZOzOkKRFs8%2Fuploads%2FyI1XpCyVoGsnjoLKTP0O%2FPlanning_New.jpg?alt=media&amp;token=75b26206-386a-463d-b3a8-385609e41125" alt=""><figcaption><p>Criar/Editar Planeamento</p></figcaption></figure>

Ao entrar num Planeamento vai poder:

* <mark style="color:blue;">**Editar**</mark> <mark style="color:blue;"></mark><mark style="color:blue;">-></mark> <mark style="color:red;">(1)</mark> acrescentar ou eliminar clientes/potenciais do planeamento
* <mark style="color:blue;">**Atualizar**</mark> <mark style="color:blue;"></mark><mark style="color:blue;">-></mark> <mark style="color:red;">(2)</mark> atualizar o estado dos clientes/potenciais associados ao planeamento se tiver visitas lançadas a esses mesmos clientes/potenciais durante o período do planeamento
* <mark style="color:blue;">**Fechar Planeamento**</mark> <mark style="color:blue;"></mark><mark style="color:blue;">-></mark> <mark style="color:red;">(3)</mark> Marcar o planeamento como concluído/fechado. Após esta ação deixará de visualizar o planeamento na página de planeamentos.
* <mark style="color:blue;">**Dispersão das Entidades**</mark> <mark style="color:blue;"></mark><mark style="color:blue;">-></mark> <mark style="color:red;">(4)</mark> Dispersão das entidades que estejam associadas ao planeamento e que possuem coordenadas no mapa.
* <mark style="color:blue;">**Iniciar Visita**</mark> <mark style="color:blue;">-></mark> <mark style="color:red;">(5)</mark> Iniciar visita na entidade escolhida.

<figure><img src="https://2604970429-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlwGyVBVyBdZOzOkKRFs8%2Fuploads%2FKFiHCOIelClulN0uQK3b%2FPlanning_4.jpg?alt=media&amp;token=8f986d54-2bee-40b1-829d-7ab8a66bab49" alt=""><figcaption><p>Detalhes do Planeamento</p></figcaption></figure>

<figure><img src="https://2604970429-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlwGyVBVyBdZOzOkKRFs8%2Fuploads%2FGSXv3e7Q89544Uc9iouI%2FPlanning_2.jpg?alt=media&amp;token=5926b632-1f0f-48c4-b00d-d072bee45280" alt=""><figcaption><p>Atualizar</p></figcaption></figure>

<figure><img src="https://2604970429-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlwGyVBVyBdZOzOkKRFs8%2Fuploads%2FmqCNd46BkMH5geBbRR6P%2FPlanning_3.jpg?alt=media&amp;token=45162fe4-911f-46f3-89ac-30c41ae9e33d" alt=""><figcaption><p>Dispersão das Entidades</p></figcaption></figure>

Também consegue ver as últimas 3 visitas de cada entidade <mark style="color:red;">**(1)**</mark>, caso existam, e associar à respetiva entidade, independentemente das datas do planeamento.

<figure><img src="https://2604970429-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlwGyVBVyBdZOzOkKRFs8%2Fuploads%2F0TEDCvraR8lKUFsWvLh9%2FPlannig_Last_3_Visits.png?alt=media&amp;token=a342ba7b-ba23-430c-845b-d7790b4a8a64" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2604970429-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlwGyVBVyBdZOzOkKRFs8%2Fuploads%2FU65Q3RsWjYQ18H60Z3yJ%2FPlannig_Last_3_Visits_2.png?alt=media&amp;token=3cd624c6-824a-499f-aa39-252074fe3c5a" alt=""><figcaption></figcaption></figure>