Use the [Field visit rules] lookup to set up the list of activities that must be completed during a visit.
To add an action:
1.Click 
in the main Creatio application. The System Designer will open.
2.Go to the [System setup] block –> click [Lookups].
3.Click the [Field sales rules] lookup.
4.Select a rule and click 
(Fig. 1).
Fig. 1 Opening a rule for editing
5.On the rule page, expand the [Actions during visit] detail and click [+].
6.Populate the columns of the new record:
a.Select the visit action type: “Check-in“, “Check-out” “Presentation,“ etc.
b.Use the [Actions priority order] column, to set up a sequence of sales rep activities. For example, if the action is the first in the “to-do” list, enter “1“.
c.Select the [Required] checkbox for the actions that should not be skipped during a visit.
ATTENTION
The field staff member will not be able to complete the visit until all the required actions are performed.
7.Click 
to save the visit action.
8.Similarly, add the rest of the visit actions.
As a result, when you drag a sales outlet and drop it into the calendar in the [Visit scheduling] view of the [Activities] section, the [Visit actions] detail of the visit will be populated automatically. The list of actions on the detail will correspond to the list of actions set up in the lookup for the corresponding visit rule.
The following table contains the action types that are available in the lookup and the steps automatically executed in Creatio when a field staff member uses the mobile app.
| Check-in | Creatio receives GPS coordinates of the field staff member location and the visit status is changed to “In progress“. |
| Presentation | Opens a PowerPoint or PDF presentation on the field staff member’s mobile device (the presentation must be added to the [Attachments and notes] detail of the visit record in the [Activities] section). If several presentations have been added to the detail, the sales rep will have to select the needed one. |
| Check-out | Creatio receives GPS coordinates of the field staff member location and the visit status is changed to “Completed.“ |
Note
You can supplement the list of sales rep visit actions by adding new records to the [Visit actions type] lookup. Employees mark visit actions as “complete” by toggling a switch in the mobile device. The connection between visit actions and system sections (e.g., creating a new contract based on a visit action) is carried out only through development.
See also
