You can get directions of your client in 4 different ways.
1- From the Plans screen;
- Click the Plans button from the upper left menu.
- Click the visit assigned by your site manager.
- You can get directions of your client by clicking the
button.
2- From the Clients screen;
- Click the Clients button from the upper left menu.
- Click on the client you want to get directions from the list or map tab.
- You can get directions of your client by clicking the button.
3- From the Visits screen;
- Click the Visits button from the upper left menu.
- Click the
button in the lower right corner. - Click on the client you will perform the visit from the list or map tab.
- You can get directions of your client by clicking the button in the INFO tab.
4- To get the direction of the clients who have opportunities: From the Opportunities screen;
- Click on the Opportunities button from the upper left menu.
- In that page, you can access your clients who have opportunities.
- Click on the client you will perform the visit from the list or map tab.
- You can get directions of your client who has an opportunity by clicking the button in the INFO tab.