Create a Visit

Create a visit and assign a field rep to the intended visit location such as a distribution center, a customer’s office, or a supplier’s warehouse.

Available in: Enterprise, Unlimited, and Developer Editions.

User Permissions Needed
To create visits:	Partner Visit Management permission set Create access on Visit

From the App Launcher, find and select Visits.
Click New.
Click the down arrow under Place, select Locations or Addresses, then select the required record.
Select a visit priority.
- High
- Medium
- Low
For Account, select the account of the distributor.
Enter the start and end date and time.
The actual time can vary based on the real-time activity of the field rep.
For Context, select one of these type of records.
- Sales Agreement
- Advanced Account Forecast Set Use
- Advanced Account Forecast Set Partner
- Account Manager Targets
- Manufacturing Program
- Rebate Program
Provide special instructions to the field rep, if any.
For example, sales managers can ask a rep to solicit feedback on a new product while at a dealer’s location.
Click the down arrow under Visitor, select Service Resource, then select a field rep.
Save your changes.

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