You can plan automatic visits for the current week and the subsequent week.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create visits from the mobile app: |
CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
The planning modes that are available for automatic visit planning are:
- Start Week: Visits are planned for a specified frequency from a specified start week. After the end of the financial year, planning again begins with the start week.
- Start Week Year: Visits are planned for a specified frequency from a specified start week. The system considers the start week every time from the initial year of visit creation.
- Last Visit & Frequency: Visits are planned based on the last successfully completed visit and specified frequency. If there's no last planned visit, the system creatses visits based on the Start Week algorithm.
-
From the calendar, tap
, and then select Automatic Planning.
- Tap Plan Visits.