As a supervisor, accompany your sales reps on visits to observe their behavior, coach them, and handle customer decisions that are beyond a rep's responsibilities. These joint visits help train your reps.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
The visits in which a supervisor accompanies a field rep are referred to as joint visits. The
supervisor must create separate visits for self and for the sales rep. Supervisors and sales
reps can view these visits as scheduled in their respective calendar but with different visit
purposes and descriptions. For example, for a sales rep a visit can be a regular grocery
visit, but for a supervisor the same visit can be a survey to accumulate points to train the
sales rep.
Both the supervisor and sales rep can review planned visits including visit details during
their visit preparation and align on these items:
- Visit date and time
- Purpose of the visit
At the end of a joint visit, visit-specific records are created separately for the supervisor
and sales rep. The supervisor can then monitor all the visit details.
