Field sales
This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

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:

  • btn_com_list_view.png – a list of cyclic tasks. Displays all cyclic tasks as a list of records.

  • btn_com_analytics.png – 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

Sales rep visit scheduling

Sales rep's actions during a visit

Check-in performance monitoring

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