Siebel Consumer Goods Guide > Retail Execution >
Starting Retail Visits (End User)
After completing the preceding tasks, retail sales representatives are now ready to start the retail visit. This task is a step in Roadmap for Performing Retail Execution. To begin a retail visit
- Navigate to the Visit Planning screen.
- In the Scheduled Visits list, and drill down on the Planned Start field hyperlink for a visit record.
The Visit Execution screen appears and the Activities list displays the retail activities for the visit.
NOTE: You can also navigate directly to the Visit Execution screen, which displays the earliest planned visit with a status not equal to Done.
- (Optional) Click Update in the visit form to automatically apply all activities to the visit, including those users created since the visit was planned.
- In the visit form, click Start Visit.
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