1. Mobile Guide: Connected
  2. Preparing for a Call Visit

Preparing for a Call Visit

If an activity of type Retail Order is associated with a call, then you can use the Prepare Visit button to automatically create an order for the call.

To prepare for a visit

  1. Tap Side Menu and then tap Calls Items to display the following:

    • Call details and activities in the main pane.

    • Summary call details and a second level navigation list in the side pane.

  2. Navigate to the call that you want using the navigation arrows in the main pane.

    All activities for the call appear after the call details in the main pane.

  3. Tap the Prepare Visit button in the main pane to automatically create an order for the call, where the order line items are populated with appropriate products.