Preparing for Retail Visits (End User)

Preparing for a retail visit involves reviewing prior visit activities for an account and reviewing an account’s objectives.

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

To review the activities from a prior visit

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on the Name field hyperlink for an account record, and click the Outlet Visits view tab.

3. In the Outlet Visits list, drill down on the Planned Start field hyperlink of the prior visit that you want to review.

   The Visit Execution screen appears. Information about the visit appears in the Visit form. In the Activities list, the activities that you performed during that visit appear.

4. In the Activities list, drill down on the Activity Type field hyperlink for the activity that you want to review.

   Information you recorded during this activity appears. The view that appears depends on the activity type.

5. Click the browser Back button to return to the Visit Execution screen.

6. Repeat Step 4 and Step 5 for each activity that you want to review.

Use the following procedure to review an account’s objectives.

To review an account’s objectives

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on the Name field hyperlink for an account record, and click the Objectives view tab.

   The Objectives list displays all of the objectives that are targeted to the account.

3. Check the Start Date and End Date fields for each objective to identify active objectives.

4. Drill down on the Objective Name field hyperlink of active objectives to identify targeted accounts and activities to which you are assigned.