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 in the app Header
2. Tap the Reminders & Visits expandable 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. Auto Visits are marked with a blue circle containing a white letter "A" in the middle.