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