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Plan your team's day

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Build a visit schedule for one of your reps, the same way you’d build your own — plus approve or disapprove plans your reps submit themselves.

Before you start

  • You need the visits:visits:planning/* permissions (create, edit, and related planning scopes) to build plans, and the planning approve permission to approve or disapprove them.
  • You can only plan for reps you manage, and only for today or a future date. Your assignee list includes yourself plus your managed reps.
  • Each person can have only one plan per day, and a day’s plan locks once its date has passed.

Steps

  1. Open visit planning.
  2. Pick the rep you’re planning for (or yourself), and the date.
  3. Add customers — up to 100 per plan. For each one you can optionally set a visit template and a time of day. The screen shows whether each customer is Allowed, gives a Warning, or is Not allowed based on your workspace’s re-visit rules.
  4. Save.
  5. If you hold both the planning approve and edit permissions, the plan you just built is approved automatically. Approving a plan (yours or a rep’s) turns its entries into planned visits on that person’s agenda; disapproving removes any that haven’t been recorded yet.

What can go wrong

A customer shows “Not allowed” for your rep. Your workspace enforces a minimum number of days between visits to the same customer, and this customer was visited too recently by this rep. The plan can’t be saved with that customer included while blocked.

A rep’s plan is waiting on you. If a rep doesn’t hold the planning approve permission, their plans stay unapproved — and their visits won’t appear as start-able — until you or another manager approves them.

You can’t edit a plan for a date that’s already passed. Once the date is in the past, the plan locks completely for that rep, the same as it would for your own.

A recorded visit won’t come off a rep’s plan. If a visit has already been recorded, removing that customer’s slot is blocked — only unrecorded slots can be removed.