Cyclic tasks in Field sales for Creatio
Use the [Cyclic tasks] section to automatically plan sales rep visits to sales outlets. One cyclic task may include multiple visits over a certain period of time.
Note
The [Cyclic tasks] section is available in the [Field sales] workplace.
Views
The following views are available:
-
– a list of cyclic tasks. Displays all cyclic tasks as a list of records. -
– cyclic task dashboards. Enables you to analyze the effectiveness of cyclic tasks (the “Planned visits”, “Completed visits” and “Remaining visits” metrics) and plan the amount of visits ahead of time (the “Available visits” metric).
Contents
•How to create a cyclic task in field sales
•How to schedule sales rep visits automatically
•How to connect a manually created visit to a cyclic task
See also
•How to set up rules and actions of a sales rep visit
