---
schema_version: "1"
id: fe39533beb197ded8915ed8374d66f1f8cebb9da7bcee8b0be034d9b8aea3ded
title: Manage Visits
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_user_manage_calls.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_manage_calls.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3c69b9f6a108434f0e024c48e8f929706455edfc8c474800741ad5eea6d99552
description: 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.
products:
  - Consumer Goods
release: "264"
---
# Manage Visits

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

<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>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/images/icon_note.png)

Note Check out this feature in Salesforce Go! Explore more content and discover related features. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

- **[Manually Plan Visits for Customers](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls_customer.htm&release=264.0.0&type=5)**  
    Manually plan visits for customers that you currently manage.
- **[Create Visits from Job Lists](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls_joblists.htm&release=264.0.0&type=5)**  
    Plan visits based on predefined job lists. You can create visits from job lists only in Weekly view.
- **[Automatic Visit Planning](https://help.salesforce.com/s/articleView?id=ind.cg_concept_user_automatic_call_planning.htm&release=264.0.0&type=5)**  
    Plan automatic visits based on visit frequency.
- **[Trip List-Based Visit Planning](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_trip_based_call_planning.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_map_based_visits.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_set_default_call_type.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls_barcode_scan.htm&release=264.0.0&type=5)**  
    Add a customer by scanning a barcode. You can then use this customer to create visits.
- **[Create Visits](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls.htm&release=264.0.0&type=5)**  
    To accommodate impromptu customer requests, create visits from both daily and weekly calendar views.
- **[Edit a Visit](https://help.salesforce.com/s/articleView?id=ind.cg_task_user_edit_visit.htm&release=264.0.0&type=5)**  
    You can edit the special instructions, the status remarks, and the priority of a visit.