How to add a sales rep visit rule

1.Open the system designer by clicking the  button in the top right corner of the application window.

2.Click the [Lookups] link in the [System setup] block.

3.Click the [Field sales rules] lookup.

4.On the lookup content page, click the [New rule] button.

5.Populate the required fields:

a.Enter the rule name, for example, “2nd quarter of 2016 (Downtown)“ or “1st quarter (Uptown)“.

b.In the [Start] and [Due] fields, specify the time limit of rule validity.

c.Enter the visit duration including travel time in the [Visit duration] field.

d.In the [Number of visits] field, enter the approximate number of visits of this type that a sales rep can perform during one day.

6.Save the changes.

7.Similarly, specify the other rules. Normally, different visit rules apply to different periods and sales outlet locations.

As a result, these rules will be taken into account when building a schedule for the sales reps.

In the [Visit scheduling] view of the [Activities] section, drag a sales outlet from the list to the left and drop it into the calendar. The duration of the visit will be set automatically, according to the [Visit duration] value from the corresponding visit rule.

If several rules can be applied to a sales outlet, Creatio will let you choose which rule to use.

See also

•How to manage sales rep visit actions

•How to add a presentation to a sales rep visit

•How to set up list of promoted products for sales rep visits