Log a customer visit

Steps

1. 📱 Phone → Log a visit.
2. Customer: type two or more letters of the name or phone and pick them. Not a customer yet? Add the person or business - name, phone and business; tick Add them to CRM as a lead to follow them up in CRM.
3. When (now, unless you change it), Purpose (sales call, take an order, delivery, collection, after-sales, merchandising, new prospect) and Outcome (order taken, interested, wants a quotation, payment collected, no need now…).
4. Notes - what was discussed, stock seen, competitors, complaints. Next step and By - e.g. “Send a quotation” by Friday.
5. 📍 Add my location (optional) - the phone asks once for permission; the visit is then shown on a map.
6. Save visit. With a connection it is sent at once; without, it waits on the phone and goes by itself later.

Good to know

• The time of the visit is when it happened, not when it reached Navigate. A visit captured offline is marked “offline” in the Visits list.