Field visits

Schedule visits of your field staff members to the sales outlets and build routes on the map using the [Activities] section.

Use the [Visit scheduling] view, the [Calendar] view, and the section list to schedule a visit. You can build optimal routes in the [Visit scheduling] view.

Contents

•Sales rep visit scheduling

•Building routes

See also

•Automate the planning of field visits through cyclic tasks

•Set up rules and actions of a field meeting

•Visit actions

•Check-in performance monitoring