Create customer-related visits by using the Consumer Good Cloud Offline mobile app. You can also create visits that aren't customer-related. For example, you can create a private appointment or a vacation.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
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- Manually Plan Visits for Customers
Manually plan visits for customers that you currently manage. - Create Visits from Job Lists
Plan visits based on predefined job lists. You can create visits from job lists only in Weekly view. - Automatic Visit Planning
Plan automatic visits based on visit frequency. - Trip List-Based Visit Planning
Use trip lists to plan visits based on a predefined sequence of customers. You can also use trip lists to create visits for the same customers in the same sequence on a regular basis. You can plan trip list-based visits for a specific day or week. - Create Map-Based Visits
Visualize customers on a map and plan visits for them by applying predefined filters and Key Performance Indicators (KPIs) that measure their store's performance. You can even use map-based visits to view and create visits for stores within a certain distance of your location. - Select a Default Visit Type
Select a default visit type to create visits so that each time a user plans a visit, the system creates a visit by using this template. - Create Visits by Using Barcode Scan
Add a customer by scanning a barcode. You can then use this customer to create visits. - Create Visits
To accommodate impromptu customer requests, create visits from both daily and weekly calendar views. - Edit a Visit
You can edit the special instructions, the status remarks, and the priority of a visit.