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Schedule Visits for Product Orders
When you receive a product order from a provider, create a surgical case visit for it and assign a sales rep to fulfill that visit. You can schedule visits from the Intelligent Sales home page on the desktop app.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited editions with Health Cloud or Life Sciences Cloud |
| User Permissions Needed | |
|---|---|
| To create visits | “Create” on Visits “Create” on Visitors “Create” on Visited Parties “Create” on Action Plans “Create” on Assessment Tasks “Read” on Accounts “Read” on Locations “Read” on Contacts “Read” on Products “Read” on Work Types “Read” on Action Plan Templates "View All Records" on Product Fulfilment Locations Run Flows Manage Users |
| To edit visits | “Edit” on Visits “Edit” on Visitors “Edit” on Visited Parties “Edit” on Action Plans “Edit” on Assessment Tasks “Read” on Accounts “Read” on Contacts “Read” on Products “Read” on Work Types “Read” on Action Plan Templates Manage Users |
| To add users as visitors | Manage Users |
- On the Intelligent Sales home page, click New Visit.
- In the Select Visit Type picklist, select the work type that your admin set up for surgical case visits and click Next.
- Select a visit location from Locations.
- Select a start time and an end time.
- Select a priority for the visit and click Next.
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Select a primary visitor from User.
To add a secondary visitor, click Add Visitor and select the person.
- Select an account.
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Select the primary visited party and click Next.
To add more visited parties, click Add Person to Visit and select the person.
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Select a product, enter the quantity you need, and click Next.
To add more products, click Add Product. Or if you don’t want any products, click the Delete icon.
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Select an action plan template.
An action plan template determines what tasks are required for the visit.
- Save your visit.
