How can I access the Visit Details?

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.