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How to register visits and test drives?
How to register visits and test drives?

How to record salesfloor visits and test drives.

Diego Pereda avatar
Written by Diego Pereda
Updated over a week ago

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.

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