Customer visit settings for automatic visit planning
Key Takeaway
A customer visit setting on a customer record tells automatic visit planning which visit template to use, and how often, when and for whom to plan visits. For a given period, only one setting can be active for each combination of management type and visit template.
Customer visit settings are records on a customer that drive automatic visit planning for that customer. Reps don't book every routine visit by hand. Instead, a planning algorithm reads the settings and generates the visits. From each setting, the algorithm decides the template, rhythm, timing and owner of each generated visit.
How to create a customer visit setting
- From the App Launcher, open Customers.
- Select a customer.
- In the "Customer Call Settings" related list, click "New".
The "Customer" field fills in automatically with the selected customer.