Siebel Consumer Goods Guide > Retail Execution >

Starting Retail Visits (End User)

After completing the preceding tasks, retail sales representatives are now ready to start the retail visit.

This task is a step in Process of Performing Retail Execution.

To begin a retail visit

  1. Navigate to the Visit Planning screen.
  2. In the Scheduled Visits list, select a visit record you are starting, and drill down on the Planned Start field hyperlink.

    The Visit Execution screen appears and the Activities list displays the selected retail activities for the visit.

    NOTE:  You can also navigate directly to the Visit Execution screen, which displays the earliest planned visit with a status not equal to Done.

  3. (Optional) Click Update in the visit form, to automatically apply all activities to the visit, including those created since the visit was planned.
  4. In the visit form, click Start Visit.
Siebel Consumer Goods Guide