Planning Visits and Tours

In ADITO xRM, visits can be planned, prepared and followed up.

Receiving Recommendations	→	Keeping Track of and Managing My Visits	→	Creating a Visit	→	Preparing a Visit	→	Conducting a Visit	→	Following Up on a Visit

Based on a stored visit frequency, the Sales Executive receives visit recommendations. In the FilterView, they always keep track of recommended, planned and conducted visits. Visits can also be created manually, e.g. if visit frequencies are not used or if a visit is to take place outside the frequency. To prepare the visit, activities, tasks and documents can be assigned to the visit. A linked appointment can be created from the visit and sent to the customer. If several visits are scheduled for one day, they can be selected and a tour can be opened directly in Google Maps. Finally, the Sales Executive can follow up on the visit by documenting the most important findings and creating an opportunity or task if necessary.