Plan the next visit

Plan person visits and connect business properties with companies.

CRM — PLM application screenshot
CRM · Application screenshot
  1. Choose the person and associated company.
  2. Set the next visit date and write the purpose.
  3. Check that it appears in the upcoming list in earliest-date order.

Example

Plan a supplier visit for next Thursday and record Discuss service coverage. Verify that its next-date position matches other planned visits.

Check the result: Check that it appears in the upcoming list in earliest-date order.