Exploring Visit Planning and Execution

Objectives

After completing this lesson, you will be able to:

  • Discover how visit planning can help record a site visit, note associated activities, and ensure key visit objectives are completed during the scheduled visit.

Visit Planning and Execution

Visit Planning and Execution

Let’s take a look at what Visit Planning and Execution is and how it is used in planning and recording site visits.

Visit Planning and Execution Process

Now, let’s take a look at the visit planning and execution process in the SAP Sales Cloud System. Click on each icon to learn more.

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