Step By Step

Share a Visit Report
David has the 2 possibilities for sharing a visit report with participants: •David decides to share the Visit Report in the both ways.

Share a Visit Report internally
David wants now to share the VR with internal colleagues
He opens the visit report he wants to share
He clicks on the button Send Report internally
David can now edit the information before definitely send the VR to the customer
David doesn’t remember who is accountable for the Product he discussed with the Customer… No problem ! He is automatically added to the Internal Report as CC !
David has also the choice of the template language and for the attachments to be included or not.
Finally, David verifies the title and content of the email and adapts the text if needed. Now, past and future actions are listed at the end of the visit report email body A new field, Unmet Needs was added to enter keywords and description of Customer Unmet Needs.
Once the visit report is ok for him, he clicks on Send Report Internally

Overview