How to start a Visit?

You can start a visit in 5 different ways.

1- From the Dashboard screen;

• Click the  button at the lower right of the dashboard screen.
• Click the New Visit button.
• You can start an unplanned visit by selecting a client you want to perform the visit.

2- From the Clients screen;

• Click the Clients button from the upper left menu.
• You can start an unplanned visit by clicking START VISIT button.

3- From the Visits screen;

• Click the Visits button from the upper left menu.
• Click the  button at the bottom right.
• You can start an unplanned visit by selecting a client you want to perform the visit.

4- From the Plans screen;

• Click the Plans button from the upper left menu.
• You can access the visit assigned by your site manager from the Plans screen.
• You can start an unplanned visit by clicking START VISIT button.

5- To start your visit which has an opportunity: From the Opportunities screen;

• Click the Opportunities button from the upper left menu.
• In that page, you can access your clients who have opportunities.
• You can start an unplanned visit by clicking START VISIT button.