Visit

For: Sales people recording field visits and meetings with leads

Purpose: Understand what the Visit module does and how it records on-site visits, meeting sessions, and their outcomes against a lead

What This Module Does

A visit records a meeting or field visit to a lead — when it happened, who handled it, what was discussed, and what came out of it. A single visit can contain one or more sessions (each with a check-in and check-out time), so you can capture multiple touch-points during the same visit. Every visit is tied to a lead, giving you a full picture of how a prospect is being worked in person.

The Visit module lets you:

• Log a visit against a lead, with date, notes, and address.
• Record one or more sessions with check-in/check-out times, contact person, and outcome.
• Capture the visit outcome (e.g. Interested, Follow-up, Converted).
• Attach photos or documents from the visit.
• Set a follow-up date and assign the visit to a team member.
• Search and filter your visits.

Main Features (What You Can Do)

1. Create a Visit

When you create a visit you enter:

• Lead: which lead the visit is for. This is required, and the lead must exist.
• Visit date: required.
• Outcome: one of Interested, Not Interested, Follow-up, Callback, Converted, No Answer, or Meeting Scheduled.
• Notes, address, and a follow-up date: optional.
• Managed by and Assigned to: the team members responsible.
• Attachments: optional photos or files stored securely.
• Sessions: an optional list of individual meeting sessions (see below).

What the system does when you save

• It generates a unique visit number automatically (e.g. VIS-001).
• If you added sessions, the visit's overall outcome is taken from the last session's outcome.
• It adds a note to the visit's comment history (that the visit was created, and how many sessions were added).
• It records who added the visit.

2. Record Sessions (Check-in / Check-out)

A session captures a single sitting within the visit. Each session can hold a check-in time, a check-out time, the contact person met and their designation, an outcome, and notes. You can add sessions while creating the visit, or add and update them later as the visit progresses. The most recent session's outcome becomes the visit's overall outcome.

3. View and Search Visits

You can list visits and filter by lead, managed by, assigned to, outcome, or a date range, and search across your visits. The list is paginated and shows who handled each visit.

4. Edit a Visit

You can update a visit's details, outcome, follow-up date, attachments, and sessions. Changes are saved against the visit and the person who made them is recorded.

Summary of Rules (Quick Reference)