> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan Your Team's First Week

> Follow a guided walkthrough to plan your team's first week of visits in Salesforce and check the results.

This tutorial walks you through planning a week of visits for your team in Salesforce, getting those visits to your reps' phones, and reviewing what they recorded. By the end, you'll have used the main manager tools once each.

It takes about 30 minutes for one rep. Each step links to a page with more detail if you need it.

| To do this | You need |
| - | - |
| Plan visits for your reps | FieldKo Manager Permission Set |
| Check sync details | FieldKo Manager Permission Set and FieldKo Native Permission Set |

## Before You Begin

* Your admin has set up FieldKo, including task types, surveys, and visit templates. See [Install and Set Up FieldKo](/admin/installation).
* Your reps have the FieldKo Atlas app and have logged in once. See [Your First Day with FieldKo Atlas](/getting-started/first-day).
* New to FieldKo terms? See [Key Concepts](/getting-started/key-concepts).

## Check Your Reps Can Receive Visits

Every visit must fall inside an active call cycle for the rep. Without one, you can't plan visits, and nothing syncs to the rep's app.

1. In Salesforce, from the App Launcher, find and select **Call Cycles**.
2. Check that each rep has an active call cycle that covers this week.

If a rep doesn't, ask your admin to create one. See [Call Cycles](/admin/call-cycles-and-visits#call-cycles).

## Plan the Week

<Steps>
  <Step title="Open the Visit Calendar">
    From the App Launcher, find and select **Visit Calendar**.
  </Step>

  <Step title="Choose a Rep">
    Select the rep in **Representative**.
  </Step>

  <Step title="Add Visits">
    Drag accounts from the **Accounts** panel onto this week's days. For each visit, select **Use Visit Template** or **Select Tasks and Surveys**, and then click **Save**. See [Plan a Visit on the Visit Calendar](/managers/plan-visits#plan-a-visit-on-the-visit-calendar).
  </Step>

  <Step title="Add Repeating Visits">
    Optional: For stores the rep visits every week, set up recurring visits instead. See [Plan Recurring Visits](/managers/plan-visits#plan-recurring-visits).
  </Step>
</Steps>

## Get the Visits to Your Reps

1. Ask each rep to open the FieldKo Atlas app, tap **Sync** in the side menu, and then tap **Sync**.
2. Ask the rep to check that the visits appear on their **My Visits** screen.
3. To confirm the rep synced, from the App Launcher, find and select **Sync Details**, and look for a recent record with the rep's name and the status **Success**.

If a rep doesn't see the visits, check that each visit's **Sales Representative** is that rep and its date is inside their call cycle.

## Review the Results

After your reps complete their visits and sync:

1. From the App Launcher, find and select **Visit Calendar**, and then click a completed visit to see its check-in and check-out times, tasks, and notes.
2. Review survey answers and photos. See [Review Survey Answers and Photos](/managers/monitor-your-team#review-survey-answers-and-photos).
3. Optional: Set targets for next time. See [Set Objectives and Targets](/managers/monitor-your-team#set-objectives-and-targets).

## What You Learned

* Reps receive visits only inside an active call cycle.
* Visits you plan reach reps after they sync, and their results reach you after they sync again.
* **Sync Details** shows whether a rep is syncing.

## Next Steps

* [Run Field Campaigns](/managers/field-campaigns)
* [Track Your Team's Performance](/managers/monitor-your-team)
* [Plan Visits in Salesforce](/managers/plan-visits)


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