---
schema_version: "1"
id: 23b7659c4cb98a55d9cdf14e0bda3d74e1ea820f551cdfb1a68e19881daade6b
title: Create Visits by Using Job Lists
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_admin_create_calls_job_lists.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_calls_job_lists.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed185ce8804599c5706e756d5a07931efd6d6c7455415bdcf297537e2c883bf5
description: Create visits for customers who are specified in the job list.
products:
  - Consumer Goods
release: "264"
---
# Create Visits by Using Job Lists

Create visits for customers who are specified in the job list.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d13504e47">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13504e47 ">To create visits by using job lists:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13504e47 ">
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User </p>
            </td>
          </tr>
        </tbody>
      </table>

The system determines the time of visit by using these criteria:

- The time that you entered in the sales org user settings.
- If you didn't enter the time, the system considers the time that you entered in the individual user settings.
- If you didn't enter the time in the sales org user settings and individual user settings, then the system considers the time that you entered in the custom settings.

1. From App Launcher, find and select **Visits**.
2. Click **Job List Planning**.
3. Enter the customer name, city, user, and visit creation date details.
4. To search for open job lists, click **Search**.
    
    The system shows the job lists whose status isn't Not Done and that aren’t referenced to any visits.
5. Select a job list, and then click **Plan Visits with Job Lists**.
    
    The system creates visits for the date that you selected to search for job lists, customers, and the visit template related to the job list. The system doesn't show the selected job lists in the Job List Display section anymore.

#### See Also

- [Job Lists](https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_job_lists.htm&release=264.0.0&type=5 "Job lists are a group of questions and surveys that are associated with a product and are applicable for a period. For event-driven activities, job lists are created using a batch process. You can use job lists to plan and to create visits.")