The default Visit and Task page layouts for desktop users are designed to schedule and
assign visits and tasks. On the Visit page, managers can find visit details, related information
about visitors, visited parties, and generic tasks. The Action Plan tab shows the templates
related to a visit. On the Task page, managers can view details about a visit task and also see
related task-context relations.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
The default desktop Visit page layout has these predefined tabs:
Details
Capture key details, such as visit priority, account, location, planned start and end time,
assigned user, and special instructions to the assignees. Closely track the status of
planned and ongoing visits and set the context for the visit. You can also relate a visit to
a specific work type, such as general inspection or quarterly audit.
Related
Relate a visit to a visitor, the field rep who performs the visit. Sometimes, sales
managers relate tasks that’s not part of the related action plan to a specific visit. You
can view such tasks on the Generic Visit Tasks related list of the Related tab. Sometimes,
you want the rep to meet with a specific person during the visit, such as a sales
relationship manager at a dealership. The Visited Parties related list shows this
information. If you related files and attachments with a visit, you can view the file and
attachments on the Files related list, such as promotion banners to verify during showroom
visits.
Action Plans
Relate an action plan template that has predefined tasks and metrics to a visit by using
the Action Plans related list. Review the mandatory and optional tasks related to the
template and add the action plan.
The default desktop Generic Visit Task page layout has these predefined
tabs:
Details
Capture key details, such as the related visit, reference task, description, and planned
start and end times. Mark a task as a definition if you want to create multiple tasks of the
same type.
Related
View the relationships of a task and the task’s associated records, such as a sales
agreement record, an asset warranty record, or a case record, on the Generic Visit Task
Context Relations related list. You can also view files related to a task.
