Navigation Path:
Sales Module → Activity → Visit
Purpose of This Screen
This screen is used to track physical field visits made by sales team members.
Unlike Calls and Meetings, a Visit includes:
- In time
- Out time
- Location tracking
- Visit reasons
This module is mainly designed for on-field team monitoring.
Each row represents one field visit.
Table Columns
2.1 Subject
Title of the visit.
Examples:
- Demo
- Support Meeting
- Final Meeting
Helps identify visit purposes quickly.
2.2 Parent
Indicates which module the visit belongs to:
- Lead
- Deal
- Cold
This determines where the visit appears in the CRM.
2.3 Linked To
Name of the person or deal connected to the visit.
Examples:
- Himanshu Kaushik
- Pavan Dixit
2.4 In Date Time
Time when the user checked in at the location.
Captured when the user presses Check-in.
2.5 Out Date Time
Time when the user checked out.
Captured when the user presses Check Out.
2.6 Duration
Auto-calculated:
Out time − In time
Used to measure:
- Time spent at client location
- Field productivity
2.7 Summary
Short description of what happened during the visit.
Example:
“Explained pricing and product features.”
Important for:
- Manager review and context
2.8 In Address
GPS or manually entered location at check-in.
Used to verify:
- Whether the visit actually happened at the client location
2.9 Out Address
GPS location at check-out.
Used for:
- Location validation
2.10 In Reason
Reason selected when checking in through manual entry (if real-time check-in was not possible).
Examples:
- Not sure of location
- Client was together
- Cold visit
2.11 Out Reason
Reason or remark added while checking out.
Examples:
- Was in a hurry and forgot
- Client unavailable
- Rescheduled
2.12 Attendees
internal team members present during the visit
2.13 Created By
User who logged the visit.
2.14 Updated By
User who last edited the visit record.
