What is a visit map
The visit map shows the google location where the user has visited and submitted his Call reports.
Menu Path
Login >CRM > Sales Force Automation
Menu Path in Application
- In Sales Force Automation Menu,
- Click on Call Reporting > Visit Map
- After clicking on the menu Visit map Screen Appears.
>Enter Sales person’s name.
>Select the DCR start Date from the calendar
>Select DCR End Date from the Calendar(Maximum 7 days allowed)
>Check mark the Order of visit/Show the travel path.
>Enter Sales person’s name.
>Click on View.
- Visited places will display in balloon images.
- Once the click on the balloon image manager can see the Call reporting details.
