Guide to Marking Customer Visits After Starting Beat Plan

Go to dashboard.
Click on "Beatplans".

beatplans

Once you have started beatplan, there is option of visit in each party shown beatwise. Click on "Visit". 

visit icon

A message will appear asking "Start visit(partyname)"
Click "Yes".

start visit popup

Now visit page will open. fill the fields as required. Click "Finish" to mark visit completed.

finish visit


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