How to Start and Finish a Visit. : Fieldmaxpro Help Center

How to Start and Finish a Visit. Print

Modified on: Mon, 27 Jan, 2020 at 1:41 PM

From the navigation drawer, go to the Schedules module. The Schedule module shows all your schedules for the day. To start a scheduled visit:

1. Tap an Outlet

2. The app asks if you are currently at the location of the outlet, Tap YES

3. The Visit process module immediately opens

There are five steps in the visit process module:

1. Objectives and Sales
2. Pricing
3. Merchandising Images
4. Visit Summary

5. Day Summary

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