Recent searches


No recent searches

Tracking visits in Zendesk Sell



image avatar

Nova Dawn

Zendesk Documentation Team

Edited Jun 21, 2024


0

5

5 comments

In the second paragraph, it mentioned we can "use the map to plan your route" through the app. Is there a route optimiser feature in the app as I'm unable to find this?

0


image avatar

Dane

Zendesk Engineering

Hi Seb,
 
This feature only provides an overview of all the leads and contacts. As it turns out, there's no route optimizer available yet.
 
I'd recommend creating a Community post separately for that with your use case to help get more visibility and votes on the idea. Then, others can share their use cases to further drive demand for that feature. 

0


I followed the step to log a visit but I did not find  (Log a visit) can you provide screenshots 

0


We were starting to use the Log A Visit App and found the reporting to not be that helpful with the connected detail. While it shows in the Activity Report that Visits were made, and the Visit Outcome Report, there does not seem to be a clear way to capture the visit outcomes in Explore.

We attempted to use the Last Visit Outcome but there are times we want to view the activity of a Sell User in their assigned territory and have a historical view of their in person visits that include their Visit Summary information. It doesn't seem that these transfer to Explore. In speaking with our Account Exec, he recommended using the Log A Call feature, which seems to bring better value, unfortunately as we start bringing in more Deals the Call Topic is totally populated with all Deals at a Company Level. 

Are there any ways to improve the standard reporting of in-person Visits.

0


There is no “Log a visit” option in the Sell iOS app. Visits can only be logged on the desktop.

0


Please sign in to leave a comment.