Customer visits: where the team has been

Steps

1. Sales › Customer visits (in the Sales menu, under Sales management) - or 📱 Phone → Visits.
2. Choose the dates and, if you manage sales, Everyone, Me or one person.
3. Each visit shows when, who visited, the customer or prospect (and lead if it became one), purpose, outcome, the notes, the next step and date, and Map ↗ when a location was added.

Good to know

• Salespeople see their own visits; those who approve sales (and owners) see the whole team’s. A customer’s name opens the customer.