The Brand Ambassadors Calendar is a tool for scheduling and keeping track of Brand Ambassador visits to help coordinate events and schedules.
To schedule a new visit:
1. Click the red New Visit button at the top of the Visits List.
2. A lightbox will appear, prompting you to enter in relevant visit details:
- Start and End Date: The start and end of the visit
- Employee: Assigned team member
- Campaign: The visit's assigned campaign
- Area: The visit's assigned market
- City: The visit's assigned city
- Visit Type: The name of the visit
3. Click Create to schedule your visit. You will be automatically taken to the Visit Details Page. This page holds all relevant information for your visit. From here you can schedule events for your visit and upload documents.
4. You have now scheduled your visit! Your visit will now appear in the Visits List and Calendar View.