Adding a product swap

To add a new product swap:

  1. Select Visit Planning in the navigation bar. The Visit Planning screen is displayed..
  2. Select the account name from the Account drop down.
  3. Click the Day option. The account related details are displayed.
  4. Click the Green icon. The Visit Execution list screen is displayed.
  5. Click the Hamburger icon. Select Product Swap from the menu.
  6. Click the Add icon to create a new product swap.
  7. Select the reason in the Reason field.
  8. Click the Add icon. The Products list screen is displayed.
  9. Select the product, populate other fields and click the Right Arrow icon.
  10. Repeat 8 and 9 steps.
  11. Click the Right Arrow icon.
  12. Click Save.