Depending on the market and different sales and service teams, you can use different
visit planning approaches. The management team can fully drive the planning process based on the
defined planning criteria or predefined trip list, but sales reps can also plan visits. With the
option to plan visits, as a sales rep, you can adjust your visit schedule for a day or a week.
Common planning options are planning with integrated trip lists or job lists, or creating
unplanned visits to accommodate a plan or a customer.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled.
|
For a sales rep, calendar planning offers the flexibility to plan better. Apart from business
appointments, you can also plan your personal commitments, such as a vacation or a doctors'
appointment. You can provide better customer service and improve customer satisfaction because
you can react flexibly and promptly to customer
needs.
Sales reps and sales managers can plan visits. They can do these activities:
- Manage visits based on trip lists
- Plan visits based on predefined activities
- Create visits by using automatic visit planning
- Delete visits generated via automatic visits planning for themselves or for their
subordinates. You
can delete visits, except completed visits, if Delete Allowed is
selected in the visit template..
- Create visits by using barcode scan
- Review all scheduled visits
- Review additional information such as address details and related activities of
visits
- Identify different visit types and status of visits by using color codes or icons
- Filter options to focus only on remaining visits or on a complete plan
