Calendar planning and the visit calendar page
Key Takeaway
The Visit Calendar page in the offline mobile app is where you plan visits. In its more actions menu, "Automatic Planning" replicates your current visits to the current week and the following week.
Calendar planning is how sales reps and sales managers in Agentforce Consumer Goods plan, adjust and review store visits. Management can drive the planning, or reps can plan visits themselves. Reps see their visit schedule and run the planning actions on the Visit Calendar page in the offline mobile app.
Who plans visits
Planning approaches differ by market and by sales and service team. Management can fully drive planning based on defined planning criteria or a predefined trip list. Sales reps can also plan visits. They can adjust their visit schedule for a day or a week.
Common planning options are integrated trip lists or job lists, and unplanned visits created to fit a plan or a customer. Because reps can create visits as needed, they can react quickly to customer needs.
The calendar isn't limited to customer visits. Reps can also plan personal commitments, such as a vacation or a doctor's appointment, as visits that aren't customer-related.