---
schema_version: "1"
id: 8f306841af35cf4a4e8f4deb213a901ce88928520926900facfce1b0c5031ae8
title: Create Visits from Job Lists
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_user_create_calls_joblists.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_user_create_calls_joblists.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 36c5624af31cd460340e51d19787f4745229919fe02cb2f6b8b08f415ee25900
description: Plan visits based on predefined job lists. You can create visits from job lists only in Weekly view.
products:
  - Consumer Goods
release: "264"
---
# Create Visits from Job Lists

Plan visits based on predefined job lists. You can create visits from job lists only in Weekly view.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d28656e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28656e63 ">To create visits from the mobile app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28656e63 ">
              <p>CGCloud Sales User</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Sales User AND CGCloud Retail User </p>
            </td>

          </tr>
        </tbody>
      </table>

1. In the Weekly view, tap ![Menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-consumer_goods_retail_user-264-0-0-production-enus/c29c1565-468d-4bd8-b719-36effa83e44b/consumer_goods_retail_user/images/cg_offline_menu_icon.png).
2. Select **Plan Job Lists**.
3. Long press the job, and then drop it to a day and time of the week.
    
    The visit type and customer of the new visits depends on the selected job list. After you create a visit, the job list disappears from the sidebar. You can view the Execute and Complete options for the visit only after you sync the data.

The system creates a new visit based on the selected job and magnetizes all other valid job lists for the customer. The system sets the visit type and customer based on the job list. The date and time are preset based on the visit on which you dropped the job. After the visit is created, the job list disappears from the sidebar.