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Feature Request - log a visit to a Deal Contact



Posted Jun 18, 2024

Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]. (2-3 sentences)

I need to allow my agents to log physical visits to contacts who are part of a Deal company. These contacts are qualified leads but not won, so a visit is often necessary.

What problem do you see this solving? (1-2 sentences) 

The company can identify how many visits are required to get a sale across the line

When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? (3-4 sentences)

This problem happens on a daily basis. This is critical for our business as our agents are constantly visiting potential clients. 

Are you currently using a workaround to solve this problem? (If yes, please explain) (1-2 sentences)

No but I expect I will have to create duplicate accounts - one “lead” version so that I can log visits, and one “Deal” version so I can track the process in the sales pipeline

What would be your ideal solution to this problem? How would it work or function? (1-2 sentences)

Allow my agents to use the “log a visit” button within a Deal Contact page. 


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Shawna James

Community Product Feedback Specialist

Hey Shona,
 
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!

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