Sales Creatio, enterprise edition
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

How to perform a sales rep visit action

To perform a visit action, open the visit page, and on the [Visit actions] detail (Fig. 1), set the switcher next to the needed action to the “Completed“ position. The switcher in this position is highlighted in blue.

Fig. 1 Example of the [Visit actions] list in the mobile app

scr_field_force_mobile_switch_on.png 

As a result, the visit action will be considered completed.

You can finish the visit once all required actions are completed (you can skip optional visit actions). To perform the required action, the previous required action must be completed.

Once the last required action is completed, the visit is considered finished.

 

See also

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

How to use a presentation during a sales rep visit

How to place an order during a sales rep visit

How to edit the list of products in the order

How to monitor SKU

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