Visit record types, channels and record type routing
Key Takeaway
A visit's record type decides which experience opens, but only while the org-wide "Record Type-Based Routing" setting is on. Until that setting is on, routing mappings have no effect and visits open in the default HCP visit experience.
Visit record types sort visits into categories, such as in-person versus remote visits, so each kind of visit can behave differently. Visit Record Type Routing then uses the record type on a Visit to decide which experience opens when a rep creates or edits that visit. As a result, reps land on the screens that fit the activity.
Visit record types
Visit record types sort visits into categories, so each kind of visit can behave differently. For example, record types can separate in-person visits from remote visits. They can also separate field activities that need different screens and steps, such as an HCP visit, a store check and an order.