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Planning Retail Visits

After preparing for a retail visit by reviewing past visit activities and account objectives, you are ready to plan the visit.

There are two ways to plan retail visits. Each way makes use of a different module.

• If your organization uses the Routes module, see Using Routes to Schedule Visits.
• If your organization uses the Retail Execution module, perform the procedure described in this topic.

Planning retail visits involves the following tasks:

• Selecting an account to visit.
• Selecting activities for the visit.

  NOTE:  If you want to create new activities, use the Objectives module. For more information, see Adding Recommended Activities to an Objective.

• Scheduling the visit.
• Checking for activities that have been created since a visit was planned.

The following procedure incorporates these tasks and describes the steps required to plan a retail visit.

To plan a retail visit

1. Navigate to the Visit Planning screen.
2. In the Available Accounts list, select the account record for which you want to schedule a visit.
3. In the Available Activities list, select the activities you want to apply to the visit and click Schedule.
4. In the Schedule Visit pop-up, complete the necessary fields and click OK.

   The new visit appears in the Scheduled Visits list, and all the activities applied to that visit appear in the Scheduled Activities list.

5. Optional: If time has elapsed since the original scheduling of the visit and you are concerned that additional activities have been created since the visit was created, you can retrieve these new activities.
   1. In the Scheduled Visits list, click Update.
   2. In the Available Activities list, select and apply the new actives to your previously scheduled visit.

      NOTE:  Alternatively, you can click Update in the Visit Execution screen to apply all outstanding activities to a single visit.