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

Starting a Retail Visit

After completing the preceding tasks, retail sales representatives are now ready to start the retail visit. Typically, a retail sales representative begins a retail visit by navigating to the Visit Execution view.

To begin a retail 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 and fill in the Start Time field.
  5. Drill down on the Visit Date hyperlink.

    6. The Visit Execution view appears. The Activities list displays the selected retail activities for the visit.

    You are now ready to begin performing retail activities.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003