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

Creating Retail Activities

If you want to perform additional available retail activities or new activities that had not been previously planned, you can add them during the visit.

To add an available retail activity

1. Navigate to the Visit Execution screen.
2. In the Visit form, select an account record.
3. In the Account Activities list, select the activity record you want to add.
4. Click the Planned Start field select button to change the date to the date of the visit.

To add a new retail activity

1. Navigate to the Visit Execution screen.
2. In the Activities list, click New.
3. Complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Alarm	Select to enable an alarm for this activity.
   Assessment Template	The name of the assessment template assigned to the activity. If the activity requires an assessment, the relevant assessment template can be associated with the activity. For more information on assessment templates, see Applications Administration Guide.
   Assigned To	To delegate the activity to someone else, select the appropriate employee.
   Last Name	The last name of the contact person for the activity.
   New	This field is automatically selected when a visit is first created. Later, you can clear this field to indicate the visit is no longer new.
   Products	Displays products associated with the activity.
   Required	Select to designate an activity that must be completed or rescheduled before ending a visit.
   Started	This field is automatically filled with the time at which the activity was created. Change this setting if necessary.
   Status	The status of the activity (for example, In Progress).
   Suppress Calendar	If selected, the activity does not appear in the Calendar views.