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Siebel Consumer Sector Guide > Objectives > Administrator Procedures >

Scheduling Store Visits

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After completing the preceding tasks, you can schedule store visits for each account that has been added to the objective. There are three ways of scheduling store visits in Consumer Sector applications. Each of these ways makes use of a different feature. The first two features are discussed in other chapters of this guide.

If you are using the Routes feature, see Using a Route to Schedule Visits.
If you are using the Retail Execution feature, see Scheduling Retail Visits.
If you are not using the Retail Execution or Routes features, see To schedule a store visit.

To schedule a store visit

From the application-level menu, choose View > Site Map > Data Administration > Objectives.
In the Objectives list, select the objective for which you wish to schedule visits.
Click the Target Accounts view tab.
In the Objective form, click the Schedule button.

A store visit is created for the sales representatives assigned to each account included in the objective.

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