> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/field-sales/scheme.md).

# Scheme

### Add Scheme <a href="#add-scheme" id="add-scheme"></a>

In **CRM**, Select **Field Sales** and click on **Setting**

<figure><img src="/files/9TLEI68K2eRpTQbSgOsf" alt=""><figcaption></figcaption></figure>

In the setting, select the **Scheme** and click on **+Scheme** to add a new scheme for site visit

<figure><img src="/files/H20R4hdPTqGRDpZjAJ2z" alt=""><figcaption></figcaption></figure>

Add all the details and **save**

<figure><img src="/files/Znm9Xu20rwuw5bJOsktW" alt=""><figcaption></figcaption></figure>

A new **Scheme** will be added at the top

<figure><img src="/files/V0ERzMCTBpBNJbNpfEif" alt=""><figcaption></figcaption></figure>

### View Scheme <a href="#view-scheme" id="view-scheme"></a>

You can choose to view the scheme that you have added

In the **Scheme,** click on the Actions (3 vertical dots) and select the **View** button

<figure><img src="/files/j3sJ0QaRj8rytvkuFh3k" alt=""><figcaption></figcaption></figure>

You can view all the details of the added scheme

<figure><img src="/files/U4a6YEXCPnEAY1TYq8gd" alt=""><figcaption></figcaption></figure>

### Edit Scheme <a href="#edit-scheme" id="edit-scheme"></a>

In the **Scheme,** click on the Actions (3 vertical dots) and select the **Edit** button

<figure><img src="/files/dz7kBxkLAAOrBw8OIKQ5" alt=""><figcaption></figcaption></figure>

Edit the scheme details and **Save**

<figure><img src="/files/po8QoCp66OFGZEjfqYzT" alt=""><figcaption></figcaption></figure>

### Delete Scheme <a href="#delete-scheme" id="delete-scheme"></a>

In the **Scheme,** click on the Actions (3 vertical dots) and select the **Delete** button

<figure><img src="/files/Gck0lMNtP2IJjR9a5oDs" alt=""><figcaption></figcaption></figure>

Give your confirmation in the **popup** and the scheme will be deleted

<figure><img src="/files/JCwIdLZuYSN2zFHtSB94" alt=""><figcaption></figcaption></figure>

Last updated 10 months ago