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Create a Dealer Visit

Create a visit and assign an evaluation officer or district manager to the intended visit location, such as a dealer showroom, an office, or a warehouse. Provide an expected date and time for the visit and additional instructions if necessary.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create visits:
  • Partner Visit Management permission set
  • Create access on Visit
  1. From the App Launcher, find and select Visits.
  2. Click New.
  3. Click the down arrow for Place, select Locations or Addresses, and then select the required record.
  4. For Visit Priority, select an option:
    • High
    • Medium
    • Low
  5. Select the account of the dealer.
  6. Enter the start date, the end date, and the time.
    The actual time can vary based on the real-time activity of the field rep.
  7. For Context, select one of the following type of records.
    • Sales Agreement
    • Advanced Account Forecast Set Use
    • Advanced Account Forecast Set Partner
    • Account Manager Targets
    • Manufacturing Program
    • Vehicle
    • Rebate Program
  8. Provide special instructions to the evaluation officer, if necessary.
    For example, sales managers can ask an officer to request feedback on a new product while at a dealer’s location.
  9. Click the down arrow for Visitor, select People, and then select an evaluation officer.
  10. Save your changes.
    A visit record.