Sales reps must be flexible to accommodate new visit requests either due to changes in
the business scenario or to cater to a prioritized customer or urgent activities. To accommodate
these requests, sales reps must set up on-demand visits.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
Situations in which a sales rep must create an on-demand visit are:
- Unfinished or open calls from the previous day
- Incoming customer requests
- Unplanned substitutions
- Opening of a new store
You can create new visits either by using the user cockpit or from the Calendar. You can also
add new visits in the current visit schedule by using map-based planning.
The roles and responsibilities of a user to create an on-demand visit are:
- Sales reps: They can create visits:
- For nearby customers based on the location of the user
- For substitution customers
- Based on job lists
- Supervisors: They can create visits for sales reps.
