Visit Scheduler

Select multiple companies, schedule events quickly for specific dates, streamlining user work planning like never before.

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Written by Training
Updated over a week ago

🔗 This feature is available for all plans.

For detailed information about each plan, you can check it out 👉 here.

This feature will assist you organizing your upcoming visits. With ForceManager, you can create an optimized route with the companies you choose.

Here's how to make the most of it:

  1. Go to the "Accounts" section in ForceManager.

  2. Filter the selected companies for your next route.

  3. Add as many filters as you need to optimize your route.

  4. Select the companies you want to include.

  5. Click on the "schedule" icon to schedule the visits.

A new window will appear in the center of the screen asking you to determine date, time, meeting duration and time between meetings of your next visits.

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  1. Choose the type of scheduling: events or tasks.

  2. Select the date and time of the first visit. Remember that meetings will be scheduled in order and with a duration of one hour from the selected date and time.

  3. Set the estimated duration of each visit and the time between visits.

  4. ForceManager will automatically create the events or tasks in your calendar and show you a message with a button for a direct link "Open Calendar."

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At the top of the screen, you will find options for calendar and map viewing. You can review the created route by marking each event or task in your calendar, following an optimized order based on the geographic distribution of the selected companies.

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