1.Click 
in the main Creatio application. The System Designer will open.
2.Go to the [System setup] block –> click [Lookups].
3.Click the [Field sales rules] lookup.
4.On the lookup content page, click the [New rule] button.
5.Populate the required fields:
a.Populate the [Name] field, for example, “2nd quarter of 2020 (Downtown)“ or “1st quarter (Uptown)“.
b.In the [Start] and [Due] fields, specify the time limit of rule validity.
c.Specify visit duration (including travel time) in the corresponding field.
d.In the [Number of visits] field, enter the approximate number of visits of this type that a sales rep can perform during one day.
6.Click [Save].
7.Similarly, specify the other rules. Normally, different visit rules apply to different periods and visit locations.
As a result, these rules will be taken into account when building a schedule for the sales reps.
In the [Visit scheduling] view of the [Activities] section, drag a sales outlet from the list to the left and drop it into the calendar. The duration of the visit will be set automatically, according to the [Visit duration] value from the corresponding visit rule.
If several rules can be applied to a sales outlet, Creatio will let you choose which rule to use.
See also
