Trip list-based visit planning
Key Takeaway
When you create a trip list, the system assigns it the customers from visits in the selected week or day that have a status of Planned or Completed.
A trip list is a predefined sequence of customers that a sales rep visits. Trip list-based visit planning uses that sequence to create visits automatically, so reps can visit the same customers in the same order on a regular schedule without planning each visit by hand. You can plan trip list-based visits for a specific day or a specific week.
Trip list types
Planning from a trip list creates visits for its customers in the trip list's order. You can reuse the same trip list to create visits for the same customers in the same sequence on a regular basis.
There are two trip list types.
| Daily Trip List | Weekly Trip List | |
|---|---|---|
| Time span | One date | One week |
| How customers are placed | In the customers' sequence in the trip list | Each customer on its day of the week, in sequence |