The Visit Module in WORTAL CRM is designed to log, manage, and track physical field visits conducted by the sales team with Leads, Deals, or other entities such as Persons and Organizations. It allows users to record check-in and check-out details, capture location information, add attendees, and upload proof of visits (such as images), ensuring accurate documentation of on-field activities.
The module also provides flexibility through manual entry options and supports categorizing visits (e.g., Inquiry, Deal, Cold Visit), enabling better organization and reporting. By maintaining a complete history of field interactions, it ensures transparency, accountability, and improved coordination between field and office teams. This feature is particularly valuable for businesses with active on-ground sales operations, helping them monitor performance and streamline field engagement effectively.
