Skip to main content

Sales visits

Sales visits record planned or completed customer meetings, demos, and follow-up visits.

Screenshot needed: Sales Visits page

What this is for​

Use visits to plan sales activity and record outcomes.

Who uses it​

Sales engineers and sales managers.

Steps​

  1. Open Sales Visits.
  2. Click Create Visit.
  3. Enter schedule, linked lead, deal, or customer.
  4. Add location details.
  5. Save the visit.
  6. After the visit, open it again and update outcome details.

Important notes​

To be verified: final completion labels may vary between web and mobile.

Common mistakes​

  • Scheduling without linking the correct customer or lead.
  • Not updating visit outcome.
  • Creating follow-ups without checking visit details.