Presentation
As a Sales Rep is supposed to develop a close relationship with its customers, he needs to visit them often. Logging Visit Report in Salesforce allows him to keep track of the outcomes of those visits and to share it both with its management and his customer.
Definitions & Objectives |
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A visit report captures the outcome of the customer visit. Visit report contains an internal summary of the discussion (for internal reading) and all the required elements to send the minutes to the customer. This visit report can be shared internally and externally from Salesforce by using predefined email templates. |
Process Overview |
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Types Visit Reports |
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A Visit Report can be created created from : 1- An Event Customer Visit :
2- A Contact :
3- An Account :
4- A Contract :
5- A Complaint :
6- From Scratch :
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Training Materials
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