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 8pxgf7YMq0R7mYKgSEuEL5pztG5QPZzqTA.png 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 8pxgf7YMq0R7mYKgSEuEL5pztG5QPZzqTA.png button.

3- From the Visits screen;

  • Click the Visits button from the upper left menu.
  • Click the omhMfGKllrOJ7xe8JJBDrjqL4ZdCz8hygA.png 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 8pxgf7YMq0R7mYKgSEuEL5pztG5QPZzqTA.png 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 8pxgf7YMq0R7mYKgSEuEL5pztG5QPZzqTA.png button in the INFO tab.