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Overview

Excerpt

In this section, you will find information about the confidentiality settings of a visit report and optional actions you can create from a visit report. The 'report wizard' is a functionality allowing to create and link records to a visit report, such as competitive insights, cross-bu leads, follow-up tasks and activities.

 

 

Concerned profiles:

     All except Strategic Marketing


Table of content

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Step By Step

Confidentiality

•A
A visit report can have different levels of confidentiality
•Shared : All CRM users will have visibility on your Visit report
•GBU Restricted: Your visit report will be restricted to your GBU CRM users
•Solvay Contacts restricted
•Visit Report Team: Your visit report is limited to the “Solvay Contacts” identified in the visit report
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Create

following

actions from a Visit Report

Image ModifiedDavid wants to create a Cross BU Lead and a task related to his visit report. Is there an easy way? Of course! A quick process is in place to quickly create records from the Visit Report. Let’s see what it is.
Image ModifiedDavid opens the Visit Report and clicks on the button Report Wizard
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Image ModifiedDavid selects the record he wants to create and clicks on Next
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Image ModifiedDavid is now on the Competitive Insight edit page where he enters the needed information and then clicks on Next
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Image ModifiedDavid is now on the Cross BU Lead edit page where he enters the needed information and then clicks on Next
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Image ModifiedDavid is now on the Task edit page where he enters the needed information and then clicks on Next.
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Image ModifiedDone! David successfully created some records related to the Visit Report. In the related list, he can consult the records created
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