Site visits: a tour

A tour of Site visits in Arkon One: Site surveys and measure-ups booked from the pipeline and the controls you will use most.

The steps, written out

1. Open Site visits from the Sales and Customers section of the left menu.
2. Read the summary tiles at the top: Visits today, Next 7 days, Completed this month, Qualified leads without a visit.
3. Narrow the list with the search box and filters (assigned_to).
4. Use the Week button at the top of the page.
5. Use the Month button at the top of the page.
6. Use the List button at the top of the page.

Tip

Open Site visits and switch between Week, Month and List; filter by Assigned to. My visits shows one person's upcoming and recent visits with a map. A counter in the menu shows today's visits.