In-store visit

In-store visit

When a customer comes into the store, he or she is a Passerby. If you are planning an in-store meeting with the customer, I invite you to read this article.

The salesperson meets the customer, creates a customer record and an opportunity for the vehicle the customer is looking for.

It is then important to record your visit to the store using this icon



A window will open and it will be important to enter the necessary information
1) Choose the date if you did not register the meeting on the same day
2) Duration of the meeting
3) Note about the meeting
4) Associate the visit if someone has assigned you a visit




When the meeting has been recorded, the icon of the last activity will change. I invite you to consult the article.




HISTORY
You can track your store visit in the opportunity history. Press the + to see the details.






STATISTICS
If you want to track all store visits, you need to consult the sales module : In-store opportunities


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