Visits planned on the map
A territory manager drags store pins onto a rep's calendar in the Visit Planner, so each day's visits are close together.
The story
Dan · Territory manager · Inner West territory
Ava has just taken over 40 Inner West stores. Dan opens the Visit Planner, picks Ava, and zooms the map to Leichhardt and Annandale. He drags nine store pins onto Monday and eight onto Tuesday, keeping each day's stores within a few kilometers of each other. The rest of the week follows the same way. Ava's first week is planned in 20 minutes, and it appears in her app after her next sync.
In Salesforce
Ava syncs at 7:30 Monday and her week is there.
- Plan where the stores areThe Visit Planner shows the rep's stores on a map, filterable by city or postcode.
- Drag onto the calendarDropping a pin on a day creates the visit for that rep.
- Ready in the appVisits planned in Salesforce reach the rep's phone at the next sync.
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 Westweek of Mon 1 Dec
Stores40
Visits planned40
Time taken20 min
Sent toSalesforce
✓ SYNCED
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