Visit report
Created Jan 22, 2019 (05:44)
by Unknown User (Sylvain Michel Alexandre Pingont)
Definition
Functionality in Salesforce.com allowing to capture the outcome of the customer visit. Visit report contains an internal summary of the discussion (for internal reading) and all the required elements to send the minutes to the customer. This visit report can be shared internally and externally from Salesforce by using predefined email templates.