Ending Retail Visits (End User)

After performing the selected retail activities and reviewing account information, the retail sales representative is ready to end the retail visit.

Note: If required activities remain for the visit, you must complete or reschedule those activities before you can end the visit.

This task is a step in Roadmap for Performing Retail Execution.

To end a retail visit

  1. Navigate to the Visit Execution screen and locate your visit in the visit form.

  2. Click End Visit.