You can start a customer's visit by doing the following steps:
- Open the menu by pressing the three lines button in the upper left corner.
- Click on Customers.
- Find the customer to start a visit from the search section.
- In the bottom of the customer's card click on Start Visit.
- You can start your visit by selecting the visit's relevant reason from the appearing list.
- During the visit, you can enter notes, take orders, take photos, fill out forms, update customer's information and create opportunities.
- You can finish your visit by clicking on Finish Your Visit.