Record a completed visit

Plan person visits and connect business properties with companies.

CRM — PLM application screenshot
CRM · Application screenshot
  1. Open Edit for the planned visit.
  2. Record the outcome and set the visit status to Visited when appropriate.
  3. Review the history and plan the next follow-up separately.

Example

After the visit occurs, mark it Visited and record what was agreed. Merely passing its date should not mean the visit happened.

Check the result: Review the history and plan the next follow-up separately.