Visit templates

Visit templates preload visit structure-tasks, notes, timing-when a new visit fits your targeting rules. Pair templates with segment rules so each customer cluster gets the right checklist without manual rework.

Create a new visit template

• From Aforza Sales, choose Visits from the top menu.
• Select New.
• Choose record type Visit Template.
• Fill fields:
  • Account (any anchor account for authoring)
  • Template name
  • Description
  • Planned start and end (duration driver)
  • Type
  • Effectivity start / end
  • Active
• Assign Priority-when multiple templates qualify, the lowest numeric priority wins.
• Save.
• Add default tasks or notes reused for every visit spawned from the template.

Target your template

• Open the template → Rules.
• Build segment eligibility-for details on the rule editor, see Segment Builder in your documentation set.