Confirm Tour Details

Review and update the tour information at the start of the tour. For example, document the tour start time to comply with legal and company requirements in most markets.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To review and modify tour details:

CGCloud Tour Driver

OR

CGCloud Retail Tour Driver AND CGCloud Retail User

AND

Direct Store Delivery for Consumer Goods Offline Mobile App

Important
Important Only tours with the status Open, Running, Complete, or Canceled are synched and shown on the Consumer Goods Cloud offline mobile app.

Before you modify the tour details, you must start a tour and the tour must be in a Running state.

  1. On the Tour Cockpit, in the Tour Details card, tap View Tour.
  2. On the Tour Details tab, modify the relevant tour fields such as Co-Driver, and tap back.
    If you don’t wish to update the details, skip this step.