Visits
In the conversation, select the ( + ) icon > then, the "visits" icon:
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.
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.
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.