Installing and using the Log Visit app

The Log Visit app for Zendesk Sell allows admins and users to create a visit while viewing a lead and/or a contact.

Visits created through the app are visible in the lead's Activity Feed or contact's Activity Feed in Sell.

This article includes the following topics:

• Installing the app
• Using the app
• Release Notes

Installing the app

The Log Visit app is installed from the Zendesk Marketplace.

To install the app

1. In Zendesk Sell, click Settings (), then select Tool > Apps.
2. Click Marketplace in the upper-right of the page.
3. Enter "Log Visit" in the search bar at the upper right of the page.
4.  Double-click on the Log Visit app icon, and click Install.
5.  In the Installation section, enter a name for the Log Visit app. This configuration option is also available after installation by navigating to  Settings > Apps > Manage.
   

Using the app

When a user has a lead or contact open, the app displays in the right sidebar on the Leads or Contact page. 

To log a visit 

1. In the Log Visit app, select the outcome and add any notes about the visit.
2. Click on Log New Visit. A confirmation message is displayed.

 

Release notes

Version 1.1.1 - 2021-03-26

• Fixed an issue where association with contact (person) wasn't working correctly

Version 1.1.0 - 2021-03-25

• When logging a visit to a person contact, also added to a company contact

Version 1.0.0 - 2020-08-20

• Initial release of the Log Visit app