You can start a customer's visit by doing the following steps:

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

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