How to schedule a site visit
How to schedule a site visit. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- On an opportunity press Schedule site visit (details are pre-filled), or open Site visits and press Schedule site visit.
- Choose the Opportunity and Date (required), then Time, Duration (minutes), Visit type, Assigned to and Site address.
- Leave Send confirmation to the customer contact ticked to email the opportunity's contact.
- Press Save.
Tip
The assigned person is alerted, and the opportunity moves to Site Visit if it was at an earlier stage.