Visit

Documentation

• Contact Management > Managing Communication > Capturing Activities or Tasks via AI

  Capture visit reports or other customer communication and have AI process them into a structured Activity or Task

• Aussendienst > Planning visits and tours > Conducting a Visit

  Conducting a visit.

• Aussendienst > Planning visits and tours > Creating a Visit

  Creating a visit manually.

• Aussendienst > Planning visits and tours > Following Up on a Visit

  Documenting important findings and follow-up actions from the appointment in the visit.

• Aussendienst > Planning visits and tours > Keeping Track of and Managing My Visits

  Keeping track of and managing my visits.

• Aussendienst > Planning visits and tours

  Create, view and manage visits.

• Aussendienst > Planning visits and tours > Preparing a Visit

  Storing important information and appointment scheduling in the visit.

• Aussendienst > Planning visits and tours > Receiving Recommendations

  Having visits created automatically based on the visit frequency stored for the supervisor.