---
schema_version: "1"
id: a73451ee3f7d6e53fd790d3a05d8d6020ca0ae5fceae674644ee17dc98f809e9
title: Create Visits by Using Trip 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_trip_lists.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_calls_trip_lists.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bed9f683f4242790f85d3aeed608b52ae0c7556ec688ca5bd7dd2cc2a0d7c273
description: 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.
products:
  - Consumer Goods
release: "264"
---
# Create Visits by Using Trip Lists

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

<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="d14987e47">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14987e47 ">To create visits by using trip lists:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14987e47 ">
              <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 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.

1. From the App Launcher, find and select **Visits**.
2. Click **Trip List Planning**.
3. Enter the trip list name, type, visit creation date, and sales org details.
4. Click **Search**.
5. From the list, select a trip list and then click **Generate Visits**.