Create tasks for district managers and evaluation officers to perform during dealer
visits. For example, the officer can check on the ongoing promotions at the dealer showrooms,
discuss monthly targets or incentives with the dealer representatives, and upsell spare parts or
accessories. The information and metrics collected by evaluation officers during these tasks
provide helpful insights into dealer performance. Sales managers can define their own tasks and
associate their own assessment indicators with the tasks to capture key business and performance
metrics.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
| User Permissions Needed |
| To create generic visit tasks: |
- Partner Visit Management permission set
- Create access on Generic Visit Task
|
When a sales manager creates a generic visit task, the manager always selects the task as a
definition. The runtime equivalent of the task is created automatically when the evaluation
officer starts the task on their mobile app.
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From the App Launcher, find and select Generic Visit Tasks, and then
click New.
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Enter a name and a description for the task.
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To mark the task as a definition, for Status, select Is
Defined.
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To mark the task as mandatory, select Required.
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Select the start date, the end date, and the time.
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Enter a numeric value for Sequence.
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Save your changes.
