Create Visits by Using Job Lists

Create visits for customers who are specified in the job list.

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled

User Permissions Needed
To create visits by using job lists:	CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User

User Permissions Needed

To create visits by using job lists:

CGCloud Sales User

CGCloud Retail Sales User AND CGCloud Retail User

The system determines the time of visit by using these criteria:

The time that you entered in the sales org user settings.
If you didn't enter the time, the system considers the time that you entered in the individual user settings.
If you didn't enter the time in the sales org user settings and individual user settings, then the system considers the time that you entered in the custom settings.

From App Launcher, find and select Visits.
Click Job List Planning.
Enter the customer name, city, user, and visit creation date details.
To search for open job lists, click Search.
The system shows the job lists whose status isn't Not Done and that aren’t referenced to any visits.
Select a job list, and then click Plan Visits with Job Lists.
The system creates visits for the date that you selected to search for job lists, customers, and the visit template related to the job list. The system doesn't show the selected job lists in the Job List Display section anymore.

Product Area