Overview
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.
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Concerned profiles:
All except Strategic Marketing
Table of content
Step By Step
Confidentiality | |
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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: Your visit report is limited to the “Solvay Contacts” identified in the visit report |  |
Create actions from a Visit Report | |
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 David 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. | |
 David opens the Visit Report and clicks on the button Report Wizard |  |
 David selects the record he wants to create and clicks on Next |  |
 David is now on the Competitive Insight edit page where he enters the needed information and then clicks on Next |  |
 David is now on the Cross BU Lead edit page where he enters the needed information and then clicks on Next |  |
 David is now on the Task edit page where he enters the needed information and then clicks on Next. |  |
 Done! David successfully created some records related to the Visit Report. In the related list, he can consult the records created |  |