Client Visits
Visits made to clients.
Overview
Client visits logged in the period, by client and by who visited.
When to use client visits
- You review business-development effort.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Client Visits under Marketing Reports.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Client visits logged in the period, by client and by who visited. Amounts in USD.”
- Columns: DATE, CLIENT, VISIT, STATUS, VISITED BY, OUTCOME.
- Actions on the screen: Standard, Spreadsheet, CSV, All clients.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.reports.read
- hospitality.report.read