Published at: 2026-09-17

Configure channel field sales

Visit Sales is an interconnected application that can be made available to agents and distributors. It lets an upstream channel manager configure partner field sales rules, activity types, and actions and review execution data. The source documentation identifies this capability as a limited-release feature.

Before you start

[!IMPORTANT] - Confirm that your account can configure Visit Sales and interconnected applications. - Confirm that the upstream enterprise has access to this limited-release capability.

Configure field sales

  1. Enable the Visit Sales interconnected application for the partner.
  2. Configure field sales rules for partner users.
  3. Configure field activity types.
  4. Configure field actions.
  5. Save the configuration and confirm that a partner user can open Partner Field Sales.

Review execution

  1. Open Visit Sales execution data.
  2. Select a partner or partner user.
  3. Review field activity plans and execution records.
  4. Adjust the field sales rules based on the results.

Expected result

Partners can complete the configured field actions, and the upstream enterprise can review plan and execution data.

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