Visit Flow And Importance

Visit Flow And Importance

Full Visit Flow Summary

User reaches client location
Clicks Check In
System captures GPS and time
User meets client
Clicks Check Out
Adds summary and proof
Duration auto-calculates

Why the Visit Module Is Important

2.1 For Owners

  • Know where the sales team went
  • Verify location
  • Track time spent
  • Evaluate productivity

2.2 For Managers

  • Monitor visit frequency
  • Track region-wise activity
  • Improve field discipline

2.3 For Business

  • Reduces fake reporting
  • Builds visit history per lead or deal
  • Improves team accountability
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