How to schedule sales rep visits
Before scheduling visits, make sure that the rule that applies to the visit corresponds to the needed time period.
Note
Setting up visit rules is performed in the [Field sales rules] lookup.
To schedule a visit:
1.In the [Activities] section, select the [Visit scheduling] view (Fig. 1).
Fig. 1 Selecting the [Visit scheduling] view
2.Use the filters in the calendar area to select the time period and a sales rep employee.
3.Select a sales outlet to schedule a visit to in the list of accounts to the left, then drag it and drop into the needed time in the calendar (Fig. 2).
Fig. 2 Adding a visit to the calendar
As a result, Creatio will add a new “Visit“ activity with the “Visit“ type. The primary contact of the account will be specified as the contact of the visit. The list of actions will be added to the visit according to the corresponding visit rule. The duration of the visit will correspond to the value from the corresponding visit rule. If necessary, you can change the visit duration manually.
Note
If several field sales rules apply to one visit, Creatio will let you choose which rule to apply to that visit.
Note
After adding all visit activities of a sales rep on the calendar, use the map to view the changes in the sales rep's route for each day. Canceled visits are not taken into account when building a route.
See also
