Visit Plan

Before you start

• Sign in to the correct company.
• Confirm your role and company subscription allow this module.
• Complete required master data in connected source modules before starting a transaction.
• Use demo or authorized data while learning.

Workspace map

1. Plan each working day against the rep's daily visit target

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Add clients from suggestions based on visit frequency, follow-ups, and balance

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Reorder stops by touch, or order them by shortest distance

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. See the day's route on a numbered map and navigate to the next stop

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Track each stop as done, in visit, awaiting approval, skipped with a reason, or missed

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Team leaders and sales managers follow their team's plans and adherence

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

1. Plan each working day against the rep's daily visit target
2. Add clients from suggestions based on visit frequency, follow-ups, and balance
3. Reorder stops by touch, or order them by shortest distance
4. See the day's route on a numbered map and navigate to the next stop
5. Track each stop as done, in visit, awaiting approval, skipped with a reason, or missed
6. Team leaders and sales managers follow their team's plans and adherence

Troubleshooting

• If an action is not visible, check role, permission, record status, and plan entitlement.
• If data is missing, correct the source module and refresh this workspace.
• Read the validation message before retrying; an approval or configuration step may be required.
• Do not bypass protected correction or reversal by creating a duplicate record.