# Build a tour, step by step.

> Create optimized field-sales tours with a guided wizard: pick dates, pull from CRM or upload a spreadsheet, set constraints and preview before saving.

*Source: https://salesfleet.ai/features/plan-wizard · Language: en*

*Planning & optimization*

A guided wizard takes you from "who and when" to a fully sequenced plan: choose a date range, pull clients from your CRM or a fresh CSV/XLSX upload, fine-tune per-visit constraints, set the day frame, then review a true preview before anything is saved.

## What Plan Wizard gives you
- **Dates first** — Set the window up front; everything downstream respects it.
- **CRM or fresh upload** — Plan from your existing book, or drop in a CSV/XLSX and map columns on the fly.
- **True pre-save preview** — See the optimized result — stops, days, ETAs — before committing, with a clean rollback.
- **Conflict-aware** — Clients already booked on another overlapping plan are flagged so you never double-book.

## Up and running in three steps
1. **Schedule & source** — Choose the date range and whether clients come from CRM or an upload.
2. **Select & fine-tune** — Pick clients and adjust per-visit time windows and durations.
3. **Frame, review, create** — Set hours, capacity and start point, preview the solve, then save.

## Plan Wizard, answered
### Can I import a spreadsheet right inside the wizard?
Yes. Upload a CSV/XLSX, map the columns, and the addresses are geocoded as part of building the plan.

### Is the preview real?
It is an actual optimization run shown before save, using a transactional rollback so nothing persists until you confirm.

### What about clients on other plans?
The wizard marks anyone already on an overlapping tour and can skip them.

## Related features
- [CSV / XLSX Import](https://salesfleet.ai/features/import.md): Onboard your book in minutes
- [Route Optimization](https://salesfleet.ai/features/route-optimization.md): Powered by VROOM + real road data
- [Day Capacity](https://salesfleet.ai/features/day-capacity.md): Realistic days, every time

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SalesFleet · HTML: https://salesfleet.ai/features/plan-wizard · AI site map: https://salesfleet.ai/llms.txt