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

Preparing for Retail Visits

Preparing for 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 > Accounts List view.
2. Drill down on the Name field hyperlink for a selected account record, and click the Outlet Visits view tab.
3. In the Outlet Visits list, drill down on the Planned Start field hyperlink of the prior visit you want to review.

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

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

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

5. Use the browser Back button to return to the Visit Execution screen.

   Repeat Step 4 and Step 5 for each activity you want to review.

To review an account's objectives

1. Navigate to the Accounts screen > Accounts List view.
2. Drill down on the Name field hyperlink for a selected account record and click the Objectives view tab.

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

3. Check the Start Date and End Date fields for each objective to identify active objectives.
4. Drill down on the Objective Name field hyperlink of active objectives to identify targeted accounts and activities to which you are assigned.