> For the complete documentation index, see [llms.txt](https://docs.zephyrintel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zephyrintel.com/visit-planning.md).

# Visit Planning

Visit Planning helps you build a Monday-through-Friday week of customer visits from each account's current signals: installed equipment, open orders, overdue maintenance and sales history. Sales reps and inside-sales staff use it to decide who to call on and what to bring up once they get there.

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This feature may not be enabled for your organization. Ask your Zephyr Intel contact.
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* [Visit Planning overview](/visit-planning/visit-planning-overview.md): The three panes on the page, moving between weeks, and how your plan saves.
* [Read the Suggested visits rail](/visit-planning/read-the-suggested-visits-rail.md): What the score ring and signal chips mean, and how accounts are ranked.
* [Plan a week](/visit-planning/plan-a-week.md): Add, remove and reselect stops, and move between weeks.
* [Use the Stop brief](/visit-planning/use-the-stop-brief.md): What the four cards and the suggested talking points tell you.
* [Understand potential in play](/visit-planning/understand-potential-in-play.md): How the dollar total for your week is calculated.
* [Export the week itinerary](/visit-planning/export-the-week-itinerary.md): Print or save your week as a PDF.
* [Visit Planning FAQ](/visit-planning/visit-planning-faq.md): Answers about missing accounts, signals and saving.