Visit entry points and Quick Visit actionable list views
Key Takeaway
Quick Visit, also known as the Actionable List View, shows a rep's visits as cards on mobile. A card action with GoTo as its Action Target opens a specific section of the visit when its Target Parameters field holds a related list API name.
Field reps can start visits from different places in Life Sciences Cloud, and an admin decides which places are available. Quick Visit lets reps handle routine visit tasks on mobile, directly from a list of visit cards. Each card has quick actions built in. An admin sets up those actions, including where each one takes the rep.
Visit entry points
Visit entry points are configurable, so an admin decides where users can start a visit. The admin chooses the entry points that fit the company's workflow. Examples include the Account Profile, the Homepage, and Search results.