Plan Effective Store Visits

Provide field reps with visit details, like store name, priority, location, hours, estimated visit time, and previous visit history. Field reps can visit a store, perform their tasks, and record the details of the visit on their mobile device. Save time by adding all the common tasks in a template and then use the template to create visits across stores. Mark the must-do activities as mandatory.

Where: This feature applies to the Retail Execution app in Developer, Enterprise, Performance, and Professional editions that have Consumer Goods Cloud enabled.

Who: Only users who are assigned a Retail Execution license can create visits.