Visits Tracker
Instore Visits provide information on Mission executions performed for a customer during an active customer interaction by a sales representative.
For more information, see Missions.
The Visits Card on the Territory Console
The Visits card on the territory console displays a read-only list of all Customer Visits (Customer Interactions) made by the sales rep.
Visits card on the territory console
The Visits Card on the Account Console
The Visits Card on the account console includes all planned and completed visits within the territory.
Clicking on a Visit item brings up a screen with a list of all the past Mission executions that happened during the specific visit.