Roadmap for Performing Retail Execution

This topic lists the tasks and processes that retail sales representatives typically perform for retail execution. Your company might follow a different roadmap according to its business requirements.

The following list shows the tasks and processes that end users perform for retail execution:

1. Preparing for Retail Visits (End User)

2. Planning Retail Visits (End User)

   Note: This procedure is optional if you use the Routes module to schedule store visits.

3. Starting Retail Visits (End User)

4. Process of Performing Retail Activities (End User)

5. (Optional) Creating Retail Activities (End User)

6. Reviewing Account Information (End User)

7. Ending Retail Visits (End User)