How to add visit notes?

You can always read the captured visit notes in Salesmax mobile app and in web app. You can add the important points discussed during the scheduled visit and Ad hoc Visit in the below methods,

Salesmax Mobile App

• Add Notes in Post visit disposition form if it is scheduled Visit
• Add visit notes to the Leads directly

Option 1: Add Notes in Post visit disposition form for the scheduled Visit

Step 1: if visit is scheduled then the post visit form pops up once the visit is done. Add the notes to the Post visit logging form and save the notes

Option 2: Add visit notes to the Leads directly

Step 1: Go to Leads Tab, search and select the Lead you would like to add the visit details. Click on the PREVIEW Button and enter the Lead Details Page

Step 2 : Click ADD button and select ADD VISIT

Step 3: Enter the Notes in the Visit form and SAVE the Notes

Salesmax Web App

Step 1: Login to Salesmax Web App click on ADD button and select ADD VISIT and associate the lead you want to Add visit and submit the notes.

Option 2: ADD Visit directly to the Lead

Step 1: Select the lead you would like to add the visit notes. Click on the Lead and go to Lead details Page. Click on ACTION and select LOG VISIT

 Step 2: Enter the input and add visit Notes and click on SUBMIT to save the visit notes.