Visits & Follow-ups
A log of client visits and what to do next.
Overview
Visits and follow-ups records each client visit by the business-development team with its outcome and the follow-up due, so no lead goes cold. The reports under Marketing summarise visits and conversion.
When to use visits & follow-ups
- Your team visits prospects.
Step by step
In the CPD Training module open Marketing in the green navigation bar, then choose Visits & Follow-ups under Business Development.
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
- Columns: DATE, TYPE, CLIENT, ABOUT, STATUS, VISITED BY.
- Actions on the screen: New Visit / follow-up.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.marketing.manage
- cpd.marketing.read