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Siebel Consumer Sector Guide > Retail Execution > End-User Procedures >
Scheduling Retail Visits
There are several ways of scheduling retail visits in Siebel Consumer Sector applications. Each of these ways makes use of a different module. The first two modules are discussed in other chapters of this guide.
- If a retail sales representative is using the Objectives module, see Scheduling Store Visits.
- If a retail sales representative is using the Routes module, see Using a Route to Schedule Visits.
If retail sales representatives are not using the Objectives or Routes module, they should perform the following procedure.
To schedule a retail visit
- Navigate to the Accounts screen.
- In the Account list, select an account.
- Click the Outlet Visits view tab.
- In the Outlet Visits list, add a new record.
A new visit record is created in the Visits list. A value of 30 minutes is automatically entered in the Actual Duration field.
- Complete the necessary fields.
Some of the fields in the Outlet Visits list are described in Table 44.
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Siebel Consumer Sector Guide Published: 18 April 2003 |