---
schema_version: "1"
id: 91709dc5378d742a2eb6dbe46ce3e515398831bf74b52da27b8b0127f85cf918
title: Create Multiple Visits
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_admin_create_multiple_calls.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_admin_create_multiple_calls.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7b0bb8a3b80e16eb16626b97b8f13f292a4ab03ceff0e2ff3d3485b0b1b97936
description: You can create multiple visits for several customers and assign the visit to any sales rep from the team.
products:
  - Consumer Goods
release: "264"
---
# Create Multiple Visits

You can create multiple visits for several customers and assign the visit to any sales rep from the team.

### 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="d6119e47">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6119e47 ">To create multiple visits:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6119e47 ">
              <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 the App Launcher, find and select **Visits**.
2. Click **Multiple New Visits**.
3. Enter the Customer Name, User, City, Visit Creation Date, and Visit Template details.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/images/icon_note.png)
    
    Note The system shows the User field only for Supervisors. The list of users depends on the Role Hierarchy Configuration setting.
4. Click **Search**.
    
    The search result shows the list of customers for which the selected user is a manager.
5. Select two or more customers, and then click **Plan Visits with Selected Customers**.
    
    The system creates calls for the selected customers and call template for the user and the entered call creation date. The system shows calls in the call calendar and call overview. The system selects the status of the calls as Planned.
    
    The system creates visits with status as Planned.