Manually plan visits for customers that you currently manage.
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 |
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In the Weekly view, tap
.
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Select Plan Customers.
You can search for a customer from the sidebar.
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From the sidebar, long press a customer and then drop it to a day and time of the
week.
If a user is related to the selected customer, the system creates a visit and shows the visit on the user's agenda. The system automatically assigns a job list to the visit.