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

Selecting Recommended Retail Activities

After reviewing prior visits, retail sales representatives are ready to select recommended retail activities to perform during a store visit, if desired. They can apply recommended activities to a visit by using the Apply button in the Account Outlet visit view. Alternatively, they can create retail activities for the visit. For information on creating retail activities, see To add a retail activity to a visit.

NOTE:  You use the Objectives module to create recommended activities. For more information, see Adding Recommended Activities to an Objective.

To apply recommended activities to a 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, select a visit.

    5. The Recommended Activities list displays the recommended activities for the selected visit.

  5. In the Recommended Activities list, select the activities you plan to perform during the visit.
  6. In the Outlet Visits form, click Apply.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003