Siebel Consumer Sector Guide > Retail Execution > End-User Procedures >

Planning Retail Visits

Planning a retail visit involves reviewing prior visit activities for an account and reviewing an account's objectives.

To review the activities from a prior visit

  1. Navigate to the Accounts screen.
  2. In the Account list, select an account.
  3. Click the Outlet Visits view tab.
  4. In the Outlet Visits list, drill down on the Visit Date hyperlink of the prior visit you want to review.

    5. The Visit Execution view appears. In the Visit form, the selected visit appears. In the Activities list, the activities that you performed during that visit appear.

  5. In the Activities list, drill down on the Activity Type hyperlink for the activity you want to review.

    6. Information you recorded during this activity appears. The view that is displayed will vary depending on the activity type.

  6. Use the History list or back arrow to return to the Visit Execution view.

    7. Repeat Step 5 and Step 6 for each activity you want to review.

To review an account's objectives

  1. Navigate to the Accounts screen.
  2. In the Account list, select an account.
  3. Click the Objectives view tab.

    4. The Objectives list displays all of the objectives that have been targeted to the account.

  4. Check the Start Date and End Date for each objective to determine if the objective is active.
  5. In the Objectives list, select an objective.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003