How to set up rules and actions of a sales rep visit
Visit rules determine the different types of visits and sales rep’s “to-do” list for each visit type. This enables you to plan sales rep visits with a few clicks, as Creatio will populate the properties of each visit automatically, according to applicable visit rule.
One of the primary components of a visit rule is the sale rep “to-do” list – the activities that sales reps are required to complete during a visit. For example, the first step of any visit is the “Check-in“ action, which confirms that the sales rep has actually arrived at the visit site. Completing this action will save the information about the employee's location. Other visit activities may include SKU monitoring, presentation of new products, order placement and “Check-out“. Read more >>>
Contents
•How to add a sales rep visit rule
•How to add a sales rep visit rule
•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
See also
•Cyclic tasks in Field sales for Creatio
