You can plan visits in automatic mode according to a customer sequence in the trip list.
Depending on the trip list customer setting, you can plan multiple visits for a customer during a
day.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
|
| User Permissions Needed |
| To create visits by using trip lists: |
CGCloud Sales User
OR
CGCloud Retail Sales User AND CGCloud Retail User
|
The types of trip lists are:
- Daily Trip List: The system creates calls for a date according to the customers' sequence in
the trip list.
- Weekly Trip List: The system creates calls for a week according to the day of the week
according to the customers' sequence in the trip list.
-
From the App Launcher, find and select Visits.
-
Click Trip List Planning.
-
Enter the trip list name, type, visit creation date, and sales org details.
-
Click Search.
-
From the list, select a trip list and then click Generate
Visits.
