Before you leave the warehouse and start a visit, complete all the Start Tour Activities. Until these activities are completed, you can't execute the visits in the tour.
Required Editions
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To begin a visit: |
CGCloud Tour Driver OR CGCloud Retail Tour Driver AND CGCloud Retail User AND Direct Store Delivery for Consumer Goods Offline Mobile App |
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To start a Visit from the Tour Cockpit:
- On the Your Visits card, from the context menu for a visit, tap Start
- On the View Agenda page, from the context menu for a visit, tap Start.
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Alternatively, to start a visit from the Delivery Cockpit:
- On the Delivery Cockpit header, tap Start Visit.
- On the Visit Summary card in the Delivery Cockpit, tap Start Visit.
After you start a visit, the status of the visit changes to In Progress and is shown on the Visit Summary card of the Delivery Cockpit. The visit status icon changes on Your Visits card of the Tour Cockpit and the Consumer Good Cloud app updates the Actual Start Time on the Visit Summary card. You can now execute the visit in progress by completing a delivery.
