Site Visits

4 articles

Fill out site visit information either directly in Salesforce or using the site visit form.

Updated 3 months ago by Charlotte Klein

Use Visit Contacts to document who you met with during a site visit.

Updated 3 months ago by Charlotte Klein

Learn how to mark a site visit as not required.

Updated 3 months ago by Charlotte Klein

View videos that show how to log and retrieve site visit information.

Updated 2 months ago by Charlotte Klein