Set Up and Maintain Retail Execution

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Use case: Visit Management

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Use case: Visit Management

Using the Schedule Visit action and Visit Management topic, telesales reps can schedule and manage visits for an account while talking to a customer.

Create Action: Schedule Visit
The Schedule Visit action helps telesales reps schedule visits for a customer.
Create Topic: Visit Management
The Visit Management topic uses the Schedule Visits action to manage visits for an account.

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