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.