Salesforce Docs Portal

Create Visits

To accommodate impromptu customer requests, create visits from both daily and weekly calendar views.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To create visits:

CGCloud Sales User

OR

CGCloud Retail Sales User AND CGCloud Retail User

  1. In the daily or weekly view, tap Create Call. Alternatively, you can long press any day on the visit calendar.
  2. Enter the values, and then tap Create.