Set up rules and actions of a field meeting

Visit rules determine the different types of field meetings (a.k.a. “visits”) and field staff “to-do” list for each visit type. This enables you to plan sales rep visits with a few clicks, as Creatio will populate the properties of each visit automatically, according to applicable visit rule.

One of the primary components of a visit rule is the sale rep “to-do” list – the activities that sales reps are required to complete during a visit. For example, the first step of any visit is the “Check-in“ action, which confirms that the sales rep has actually arrived at the visit site. Completing this action will save information about the employee's location. Other visit activities may include a presentation of new services, and “Check-out.“ Read more >>> 

Contents

•Add visit rules

•Set up visit actions

•Add a presentation to a visit

See also

•Field visits

•Automate the planning of field visits through cyclic tasks

•Visit actions

•Check-in performance monitoring