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Visits

Overview​

When you return to a door repeatedly, you require an update that does not change the door but instead adds a visit. This shows you the history of all your door visits over time.

How to use visits​

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When you click on the visits tab, you will get a list of all of your visits as well as actions.

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This is a list of all the visits that you may sort and filter to narrow down your results. Click visit to view the visit.

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  • Edit: This will take you to the visit edit page.
  • Bookmark: This saves the visit as a bookmark so you can return to it later.
  • View Door: This will take you to the door that is the subject of this visit.
  • Delete: This removes the visit.

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  • Latest Status: This is the latest status of the visit.
  • Address: This is the address of the door that was visited.
  • Name: This is the name of the person you visited at the door.
  • Name 2 (optional): This is the second name of the person you visited at the door.
  • Business Name: This is the business name of the person you visited at the door.
  • Email: This is the email of the person you visited at the door.
  • Phone Number: This is the phone number of the person you visited at the door.
  • Potential Client?: Did the person you visited at the door think you were a potential client? Yes or No.
  • Notes: This is where you can add notes about your visit.
  • Updated At: This is the date and time that the visit was updated.
  • Created At: This is the date and time that the visit was created.