---
schema_version: "1"
id: 40446a27ec90879a6ef193e0d79a88cd45ad94d7fb54caadd48da1a980778d3c
title: Supervisor Travel with Sales Rep
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_supervisor_travel_sales_rep.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_supervisor_travel_sales_rep.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ec786297bc528d2ed2aceaa0e710be9e2a3ebf91ad76ed3a590005972963a66f
description: 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.
products:
  - Consumer Goods
release: "264"
---
# Supervisor Travel with Sales Rep

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

<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>

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.