Sell app: Log Visit - official feature request thread

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2 Comments

  • Walter Renkema

    Hi Prateek,

    I'm missing functionality in the feature. I have spoken to a developer and this be an easy update. My customer is looking to get a process in the way that their sales team (over 60) logs visits and the way. Currently when logging a visit, it's just a basic alinea field. They want them to fill in different things, depending on the sort of meeting/the season.

    This should be done by giving the admin the ability to create some kind of form, or forms, which the end-user can select. In this way, they can streamline the process of on-site visits. You can look at it as customer forms as you have in Zendesk Support.

    1
  • Michael Hearne

    Please add the ability to @ mention someone to the log a visit. It doesn't give the autofill list to help choose the right people.

    1

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