Next quarter's visits, planned in one go
A territory manager creates a quarter of recurring visits for 140 stores at once, then fine-tunes the week in Call Planning.
The story
Dan · Territory manager · Inner West territory
On the last Friday of the quarter, Dan plans the next one. In Recurring Visits he selects 140 Inner West stores by filter: A-grade stores weekly and the rest fortnightly, each with the standard visit template. FieldKo emails him when the 1,092 visits are created. He then opens Call Planning for the first week, spots two stores on the same day at opposite ends of the territory, and moves one with a click.
In Salesforce
Reps see their new visits after their next sync.
- A quarter in one stepRecurring Visits creates weekly or monthly visits for many stores at once, with a template.
- The week at a glanceCall Planning shows each account against the days of the week, so clashes are easy to spot.
- Or copy what workedClone Call Plan copies last cycle's visits into the next one.
One visit, itemized
Everything this visit sent back to Salesforce.
Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.
Features in this exampleFIELDKOInner WestQ1 plan
Stores140
Weekly38
Fortnightly102
Visits created1,092
TemplateStandard visit
Sent toSalesforce
✓ SYNCED
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