Capture a visit
One form for site visits and presentations. It saves as you go, so a dropped signal never loses what you have typed. Nothing reaches the CRM until you press Submit.
1 What happened
2 Client & people
From the contact record. If you change these, Save to CRM asks whether to update the contact as well.
Attendees
Nobody added yet.
Their side and our side are kept apart so you can later ask either question: who from here has met
this client, and who at this client have we met.
3 Business cards & attendance lists on your hardware
Each photo uploads straight away, is filed on qi, and is read there by the
vision model on the TechStone workstation. Keep photographing — cards are read one after another. Add the back of a card if it has
details there. An attendance or sign-in list is read row by row, and each person appears below like a card. Check each
one, pick or create its organisation, and tick Confirmed. Confirmed cards are added to the CRM, owned by the
Sales group, when you press Save to CRM.
4 Photos, attendance sheet & documents GPS off
Turn on location and a photo taken on site pins the client permanently —
that coordinate then outranks the billing address everywhere, including the route planner.
5 Products discussed
Nothing noted yet.
Related quotes
None attached.
6 What was presented & Q&A
Questions & answers
No questions recorded.
7 Discussion, outcome & next step
Tagalog and Cebuano are translated to English.