Overview
In this section, you will find information about how to send a visit report to the customer, directly from Salesforce.
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Concerned profiles:
All except Strategic Marketing
Table of content
Step By Step
Share a Visit Report with the customer | ||
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 David opens the visit report he wants to share first with John and Michael |  | |
 He clicks on the button Send Report to Customer |  | |
 David can manually enter email addresses if needed |  | |
 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. He also checks that his signature is well included in the email template.
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The field "Visit Report shared with Customer" is added at the end of the Visit Report email body => New Winter 17' Release |  | |
 Once the visit report is ok for him, he clicks on Send Report To Participants |  | |
 To update your signature, click on your name on the top right of the screen and click on My Settings. |  | |
 Then, in Personal, click on Advanced User Details |  | |
 Finally, click on Edit and scroll down to Signature |  | |
 In the field Signature, record your signature and click on Save |  | |