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

Sales rep visit scheduling

Schedule visits of your sales reps to the sales outlets and build routes on the map using the [Visit scheduling] view of the [Activities] section.

The [Visit scheduling] view has the following functional areas:

1.Accounts list. The area displays the sales outlets that the sales rep is going to visit. The list includes only the accounts that have the same owner specified as the one that is selected in the calendar. You can filter the records in the accounts list by selecting the [Apply filter] option from the btn_com_roles_actions_menu.png button menu.

2.Sales rep's calendar. The calendar in the [Visit scheduling] view is similar to the standard user calendar. The titles of days in the calendar contain additional buttons that allow the user to build the sales rep's daily route.

3.Route map. The map that displays the sales rep's daily route.

Contents

How to schedule sales rep visits

How to build a route for a sales rep

See also

Cyclic tasks in Field sales for Creatio

How to set up rules and actions of a sales rep visit

Sales rep's actions during a visit

Check-in performance monitoring