Visits

  • In the conversation, select the following icon:

  • Then, the "visits" icon:

visitas

Three statuses will appear:

Canceled: for those visits that you scheduled but did not happen.

Pending: for those you have already scheduled.

Done: to record that the client finally visited the salesfloor.

In all three cases, you must enter the date and time. You can also leave a comment. Press "Save" to confirm.

La visita

Test drive

In the event that you work at a dealership and what you want to record is a test drive, proceed as follows:

  • Go to the + icon again

  • Press the car icon.

test drive sirena

The same statuses will appear:

Canceled: for those test-drives that you scheduled but did not materialize.

Pending: for those you have already scheduled.

Done: to record that the customer finally did the test drive.

In all three cases, you must enter the date and time. You can also leave a comment. Press "Save" to confirm.

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