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 work with the list of sales rep visits

Visits are displayed in the [Activities] section of the mobile app. By default, the section opens in the “calendar” view. You can also display visits as a list. To do this:

1.Click the btn_mobile_open_list.png button at the top of the application window (Fig. 1).

Fig. 1 Switching the visits display mode

scr_field_force_select_view.png 

2.Select the [List] option from the [View] menu.

Fig. 2 Selecting the visits display mode

scr_field_force_mobile_open_list_view.png 

As a result, all visits will be displayed as a list.

Displaying the needed time period in the calendar

You can display calendar for the current day or for the current week. For this, use the scr_activity_period_button.png button in the top right corner of the application window.

Tap anywhere on the blank calendar space and swipe right (to go to the next day) or left (to go to the previous day). Switching between weeks is performed in the same way.

To switch to a specific date in the calendar, select the [Day] period and tap the date shown at the top left.

Fig. 3 Selecting a date in the calendar

scr_field_force_select_particular_date.png 

Switching to a specific week is performed in the same way.

See also

How to perform a sales rep visit action

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

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