Step-by-Step Training
Reviewing & Approving
Rep Call Plans
with CEX360
Your guide to reviewing, approving and rejecting Rep plans in CEX360
✦ UPDATED WITH DIGITAL TWIN
FOR FIRST LINE SALES MANAGERS · 2026
Before You Start
Key Considerations for Managers
✦ NEW THIS CYCLE
✎
Your Role
Review each Rep’s proposed changes to their call plan
Approve or Reject changes individually
Check that your Reps’ Adoption Rate stays above 90%
Use the Change Log to understand what was changed and why
Review your consolidated team view after completing all Reps
⚠
Caution
It is recommended that you review Reps’ changes after they have submitted their plans
Rejected changes revert automatically — the Rep does not need to undo them
If you reopen a plan after approval, the Rep must resubmit before you can act again
Reps can reopen and resubmit at any time, even after your approval
In This Training
Your Review Workflow — Start to Finish
Follow these steps in CEX360 to review, approve and manage your team's plans
A
Access the Plan
Login and navigate to your Team's Adapted Plan
›
1
Check Plan Statuses
See which Reps have submitted — editing, submitted, approved
›
2
Select a Rep & Review
Switch to a Rep's view, check capacity and customer tab
3
Review the Change Log
✦ UPDATED
See all changes made by the Rep with reasons provided
›
4
Approve / Reject Changes
✦ UPDATED
Select individual changes and approve or reject each one
›
5
Approve Reps’ Plans
Approve Reps’ Plans and Switch back to yourself to see team-level statistics
✦ NEW THIS CYCLE: Managers now approve or reject each change individually — steps 3 and 4 use the new Change Log and Change Details features
A
GETTING STARTED
Login to CEX360
Go to main.cex.solutions and sign in with your corporate email
How to Log In
Open Google Chrome and go to:
main.cex.solutions
Enter your corporate email address and click Sign in
You'll land on the CEX360 dashboard
If you log in but see no features, contact your admin — you may not have a role assigned yet.
↓ Click Sign In
A
GETTING STARTED
Accessing the relevant plan to work on
After login, use the top navigation menu to reach the Team Planning area
How to Navigate
In the top menu bar, click Planning
In the dropdown, click Team
Select the plan for the next cycle to work on
1. Click Planning
💡 Tip: In the list of Plans you can see the current plan to work on as well as past Cycle Plans you were part of. Use the filters to restrict the list only to what is relevant at any moment in time
3. Click on the relevant entry
Editing
Plan under development by iBEX
Adapt
Plan ready to be refined by the Reps
You can only access plans that are in this state
Team Plan Status
2. Click Team
MP
GETTING STARTED
Before focusing on reviewing the refined plans
Understanding the Master Plan guidance changes
About the Master Plan
Provides a view of the “ideal” plan, before Rep refinements
By Segment and consolidated
Customers recommended by DT are treated as a segment called Digital Twin
💡 Tip: The Master Plan section provides an overview, you can skip it and focus on the Adapted plan, where you will do your review work.
≡
Traditional Segments
One frequency is set per segment — all customers in that segment get the same target frequency prepopulated in their plan.
✦
Digital Twin Segment
Each DT customer has their own individualised frequency, set by the AI. The plan guidance shows the average across all DT customers.
🔒
Read-only in Plan Guidance
DT frequencies in the guidance table are not editable. Reps adjust them customer-by-customer in the Customers tab — and must provide a reason.
↑
DT Has Priority
If a customer appears in both a traditional segment and Digital Twin, they are treated as a DT customer — DT takes priority.
ADAPTED PLAN
Your Workspace: The Adapted Plan
Four tabs — each plays a different role in your review process
Status
STEP 1
See all your Reps and their plan statuses. Approve or Reject buttons appear here for submitted plans.
Capacity
STEP 2.A.
View the consolidated capacity of your team or the individual capacity of the selected Rep.
Customers
STEP 2.B
Only available at Rep level
Browse a Rep's customer list. See DT-recommended customers (✦), reasons for change, and the change dashboard.
Summary
STEPS 3–4
Review the Change Log and Change Details sub-tabs. This is where you Approve or Reject individual changes.
▼
Use the top-left selector to choose the perspective from which you see the plan
1
2
3
1
STEP 1
Check Plan Statuses
Adapted Plan → Status Tab — see every Rep’s current status at a glance
What to Do
1
Go to Adapted Plan → Status tab
2
View each direct report’s plan status
3
Focus on Submitted plans — these are ready for your review
4
The Approve and Reject buttons appear on submitted plans
Editing
Rep is still working on their plan. You cannot act on it yet.
Submitted
Plan is ready for your review. Approve / Reject buttons are visible.
Approved
You have approved the plan. Rep can reopen to make further changes.
Rejected
You have rejected one or more changes. Plan reverts accordingly.
Start reviewing the submitted plans. Select a Rep from the top left selector, review their plan, then move to the next one.
2.A.
STEP 2
Reviewing Capacity
Use the position drop-down to switch to a Rep’s view, then check their vacation days
SELECT YOURSELF
Replace with screenshot
Reps cannot modify the number of Calls per Day, they adjust their capacity by specifying the number of days allocated to vacations and other type of activities.
SELECT A REP
⚠
Click: Capacity
2.B.
STEP 2
Review the Customers Tab
With the Rep selected — review their customer list, changes and plan vs guidance
What to Look For
1
DT customers (✦ star icon) — confirm key ones are targeted
2
Use 'Recommended = Yes' filter to see DT-only customers quickly
3
Check reasons for change — visible next to frequency updates
4
Review the Change Dashboard alongside the Plan Dashboard for a summary of additions, removals and frequency changes
5
Identify any gaps: customers who should be targeted but are not
?
You are in read-only view when looking through a Rep’s perspective — you can see everything including reasons for change, but you should not edit frequencies or add/remove customers on their behalf.
Click to review customers
List of Targetable Customers by Rep
Refined plan for the selected customer
3
STEP 3
Review the Change Log
Adapted Plan → Summary tab — understand what the Rep has changed before you act
👤
Rep Selected
Rep's individual change log
The Change Log shows only that Rep’s changes — every addition, removal and frequency update, with the reason provided and the date made.
WHEN TO USE
Use this view when reviewing a specific Rep’s plan before approving or rejecting their changes.
👥
Yourself Selected
Consolidated team change log
The Change Log shows a concatenated view of all changes made by all your direct reports — useful for a team-wide overview of deviations from DT recommendations.
WHEN TO USE
Use this after reviewing all Reps individually to see the full picture across your team.
Each change entry shows:
Customer name (✦ if DT) · MDM code & brick · Specialty · Change type (Added / Removed / Freq Update) · Date · Reason for change · Rep name
?
Read through the Change Log before moving to Change Details — understanding the reasoning behind changes helps you make better approve / reject decisions.
4
STEP 4
Approve / Reject Changes
Summary → Change Details sub-tab — select changes then act on them individually or in bulk
How to Approve or Reject
1
Select a Rep from the position drop-down
2
Go to Summary tab → Change Details sub-tab
3
Tick the checkbox on one or more change rows
4
Approve and Reject buttons appear — click to act on selected changes
5
Repeat for all changes until none remain as Pending
?
You can select all and bulk-approve/reject if appropriate.
?
Rejected changes revert automatically — no action needed from the rep to undo them.
Approved
Rejected
Pending
✦ = DT customer
5
STEP 5
Review Your Consolidated Team View
Switch back to yourself to see team-level statistics and overall plan health
How to Access the Team View
1
Use the position drop-down and reselect yourself (your manager position)
2
Go to the Summary tab to see team-level statistics
3
Review the consolidated Change Log to see all changes across all Reps
4
Check that the overall Adoption Rate % is healthy across the team
≡
Change Log
Consolidated view of all changes across all Reps — scroll to spot any patterns or outliers.
%
Adoption Rate %
Team-level acceptance of DT recommendations. Flag Reps with low rates for follow-up conversations.
△
Plan vs Guidance
Summary tab shows how the team plan compares to Master Plan guidance at segment level.
5
STEP 6
Approve the Rep’s Plan
Summary Tab → Approve/Reject button — notifies the Rep that their plan is approved/rejected
Accept/Reject Plan
After all the changes have been approved / rejected, you can Accept or Reject the Rep’s Plan.
?
Once all Rep plans are approved, your Manager can Finalise the Team Plan — which locks all plans and prevents any further reopening.
Accept/Reject Plan
The Plan can also be approved / rejected from the Adapted Plan → Status for each Rep
You're ready to review!
For support or questions about CEX360, reach out to:
contact@binovate.com
CEX360 Omnichannel Planning · 2026 Training Series