Auto Visits

Auto Visits allow you to automatically log a Visit Activity when you or your Rep arrives to a meeting with a customer. Navigate to Settings to begin using Auto Visits. 

To enable Auto Visits: 

1. Navigate to Settings via the Gear icon on the right side of the Navigation Menu
2. Scroll down to the Automatic Reminders & Visits section
3. Toggle on the "Enable Auto Visits" to turn on the feature

Once enabled, Visit Activities are automatically created when you travel to the address of a Company or Person. You can navigate to the Auto Visit Activity Record to log Notes and edit other details. If you prefer location-based Activities to be user-driven, we recommend enabling Check-in Activities rather than Auto Visits.