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 button at the top of the application window (Fig. 1).
2.Select the [List] option from the [View] menu.
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 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.
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