Active Visit
Check-in:
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Account Record
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Step 1 of 5 — Visit Details
Account
Account Name
Account Stage
Carrying Account
Product Sample Sent
Future Follow Up
Inactive Account
Uninterested
Friend/Family/Employee
Visit
Date of Visit
Do you know when you’ll visit next?
Date of Next Visit
Visit Reason
Select a reason…
Education
Product Drop Off
Connecting with Decision Makers
Business Assessment
Event
Event Planning
Cold Stop By
Opening Account
Create a New Deal
Create a new deal?
Deal Name
Amount
Close Date
Stage
Select a stage…
Identify Decision Makers
Product Samples Sent
Staff Feedback
Business Assessment
Order Proposal Sent
Account Opened
Follow Up Later
Deal Stage Change
Did a deal stage change?
Select Deal
Select a deal…
New Stage
Select a stage…
Identify Decision Makers
Product Samples Sent
Staff Feedback
Business Assessment
Order Proposal Sent
Account Opened
Follow Up Later
Close a Deal
Did you close a deal?
Select Deal
Select a deal…
Stage will be set to: Account Opened
Decision Maker
Has the decision maker changed?
Select Contact
Select a contact…
Contact Info
Has any contact info changed?
Email
Phone
Follow-Up Task
Create a follow-up task?
Task Title
Due Date
Description
Logged to Meeting Activity
Meeting Notes
Follow-Up Items
Personal Notes
Product Drop-Off
Did you drop off any products?
Select all items left at the practice — added to meeting log:
Backbar
Retail
Toggle on above if products were left
Review Before Submitting
What Will Be Logged
Visit Logged
Meeting recorded on
Submission Summary
Log New Visit