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Retail Execution at Your Fingertips

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Visits: Points to Consider

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Visits: Points to Consider

Points to consider when you create visits.

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

You can associate a visit only to a store.
Before creating a visit for a store, ensure that you’ve associated store KPIs and products to the store.
The standard values for visit priority are high, medium, and low. But you can define your own values.
It’s a good practice to set the visit’s planned start and end time within the store’s operating hours.
Provide special instructions, if required. These instructions are available for your field reps and help them understand the activities that can be completed outside the defined tasks.

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