You can access your recent visits in 5 different ways.
1- From the Dashboard screen;
- You can see the number of your visits and activities according to the selected filter in the Dashboard screen.
- To examine your visit in a specific time period, you can use the Date filter in the upper right corner.
- Visits in the selected date will be listed when you click the Visits button.
- You can access the visit details by clicking the visit you want to examine.
2- From the Visits screen;
- Click the Visits button from the upper left menu.
- You can see the number of your visits and activities according to the selected filter in this screen .
- To examine your visit in a specific time period,you can use the Date filter in the upper right corner.
- Visits in the selected date will be listed when you click the Visits button.
- You can access the visit details by clicking the visit you want to examine.
3- From the Plans screen;
- Click the Plans button from the upper left menu.
- In this screen, you can see your entire visit and plans.
- You can access your visits in different months by clicking the buttons on the right and on the left of the screen.
- When you click on a day, visits and plans for that day will be listed.
- You can access the visit details by clicking the visit you want to examine.
- You can update your incomplete visits by clicking the RESUME button.
4- From the Clients screen;
- Click the Clients button from the upper left menu.
- Click on the client you want to access the visit detail.
- Pass to the HISTORY tab.
- You can see the number of your visits and activities according to the selected filter in this screen .
- To examine your visit in a specific time period,you can use the Date filter in the upper right corner.
- Visits in the selected date will be listed when you click the Visits button.
- You can access the visit details by clicking the visit you want to examine.
5- To access the details of 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.
- Click on the client you want to access the visit detail.
- Pass to the HISTORY tab.
- You can see the number of your visits and activities according to the selected filter in this screen .
- To examine your visit in a specific time period, you can use the Date filter in the upper right corner.
- Visits in the selected date will be listed when you click the Visits button.
- You can access the visit details by clicking the visit you want to examine.