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Re: Running Visits C4C

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Hi Raghanvender:

1.- The manager must assign a list of visits to the seller this is what we call a sales route. Each visit is made to a customer (store) and within each visit can be completed activities including surveys.

 

2.- For each sales employee is shown on the map the location of the clients we have created visits. At your discretion there are several filters that you can apply and see visits planned on the map.

 

3.- No, when the sales employee puts the cursor on a customer on the map only a number that refers to a visit is shown. A navigation route does not open the map.

 

Espero que esta información te sea útil, de nuevo son bienvenidos todos los aportes.

 

Regards,

Oriana C. Mercado.


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