Creating Account Visits

An account visit should be created any time you plan to visit a customer site.

To create an account visit:

  1. Within the CRM application, click Account Visits on the table bar.

    The Account Visits Table Bar

  2. Click the Plus button to create a new account visit.

  3. Type or select the requested information in the Overview section for the following items:

    • Description — Required field. Type a short description of the reason for the visit.

    • Type — Required field. Select a type from the list.

    • Visitor — The support engineer who will visit the customer site.

    • Account — The account associated with the customer site.

    • Contact Name — Required field. The primary contact at the customer site.

    • Start Date — Required field. The day you will arrive at the customer site. This field must be kept as accurate as possible.

  4. Click the Create button.

  5. When you complete the visit:

    • Add the End Date.

    • Select the Visit Completed check box.

    • Select the Install Wrap Up Checklist Completed check box when you have completed the installation wrap-up checklist.

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