Categories Dropdown

Categories Dropdown

1.1 What This Dropdown Does
The dropdown near Log Visits (5) lets users quickly switch between visit buckets without applying filters.

1.2 Available Categories

Log Visits (5)
Shows visits that are completed and logged. These typically include:

  • Check-in time
  • Check-out time
  • Duration
  • Location

Follow Up Visits (3)
Shows scheduled future visits.

Used for:

  • Planning field travel
  • Tracking upcoming appointments

Cancel Visits (0)
Shows visits that were scheduled but later cancelled.

Important for:

  • Monitoring dropped appointments
  • Evaluating field planning gaps

All Visits (8)
Shows everything combined:

  • Logged
  • Follow-up
  • Cancelled
Schedule Demo > Start Free
W

Wortal CRM Bot

โšก Powered by Meta API
Hi! Thanks for visiting Wortal CRM. Your message will be instantly delivered straight to our sales and setup team via WhatsApp Cloud API.
What features are you looking to explore today? (e.g., Lead Management, Textile Billing, Demo Booking)

Start your business automation journey with Wortal CRM

Book a free demo and discover how Wortal CRM simplifies your business