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6 lines
578 B
ReStructuredText
6 lines
578 B
ReStructuredText
Go to new menu **CRM > Salesperson Planner > My Visits or All Visits** and create a new visit.
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or
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Go to **CRM > Salesperson Planner > Visit Templates** and create a new recurring template for create periodical visits. In this case, it is necessary to select a start date. The date of the last repetition can be calculated by selection the total number of repetitions or an end date.
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There are two options available to reschedule visits that is already validated:
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* Change the date from the visit.
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* Change the date straight from the event automatically created in the calendar.
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