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
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
