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 
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
