Overview


In this section, you will find information about how to create a visit report in Salesforce and how to update a visit report, including:

  • Associate a product to the visit report
  • Associate a customer contact or a Solvay contact to the visit report
  • Attach a document to the visit report

 

Concerned profiles:

    Sales - Customer Service Representatives (all except Strategic Marketing)

Table of content


 

 

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