Visit Report

Admin can check all the site visits by route, agent, and date.

Visit by Route

To check visits by route, in CRM, Select Field Sales and click on Visit

In Today’s visit by route, you can check today’s site visits by route with the total number

Visit by Agent

In Today’s visit by agent, you can check all the completed site visits by the agent. Hover the mouse over the bar to check the total site visits for a particular sales agent

Visit by Date

In visit by date, you can check all the completed site visits for which date you want to check. Hover the mouse over the date dot on the line chart to check the total site visit count

Weekly Visit by Agent

In Visit by Agents, you can check weekly site visits for the sales agents. Hover the mouse over the bar, you view the total number of site visits for the week.