As an admin you must log in to Sell using your Sell mobile app. Then on the web you can activate visits.

激活访问

1. ClickSettings(), then clickCustomize > Visits.
2. ClickEnable Visits.

   Visits is now available on mobile for all account users. You'll see the default visit outcomes defined for your team.

Create new visit outcomes or customize existing ones to indicate how the visit went. Choose a color for each different outcome, which corresponds to a map pin for each lead or contact you visit. This allows you to get a snapshot of visits made to your leads and contacts when viewing the map on your mobile app.

Visits must be customized from the web.

You need admin access to customize visit outcomes.

To customize a visit outcome

1. ClickSettings(), then clickCustomize > Visits.
   These are the default visit outcomes:

   • Interested
   • Not Interested
   • No Answer
   • Come Back Later
   • Customer Onsite
2. ClickAdd Visit Outcometo add a new visit outcome.
3. Add a name and choose a color for your visit outcome, and click to save.
4. You have a number of actions your can perform on default and new visit outcomes:
   • Edit: click the edit button change the color and name of a visit
   • Delete: click the trashcan icon to delete a visit
   • Up and down arrows: click to move the position of a visit outcome in the list

   Your settings are saved automatically and visit outcomes are updated on mobile for all account users.

You need admin access to deactivate visits.

To deactivate visits

1. ClickSettings(), then clickCustomize > Visits.
2. ClickDisable Visits, and clickDisableto confirm.

   Any previously logged visits and associated data are removed, and users can no longer log visits

Select whether you want to verify a user's location using geolocation on their device every time a visit is logged in Sell. Based on the address stored on the lead or contact, Sell verifies if the user's location matches. If the location of the user matches the address stored on the lead or contact, the visit is marked as verified (seeUsing geolocation features from your mobile phone).

Geoverification must be enabled on the web, and visits must be enabled.

You need admin access to set geoverification.

To set geoverification

1. ClickSettings(), then clickCustomize > Visits.
2. When users log a visit, clickYesto verify the geolocation.

   Your settings are saved automatically and geolocation is activated on Sell mobile for all account users.

You can log visits using either the Sell mobile app or via Sell in a web browser using theLog Visitapp (seeInstalling and using the Log Visit app).

To log visits in the Sell mobile app, follow these instructions.

To log a visit

You can track insights around visits using smart lists and reports.

Smart lists are the solution for building custom reports that you can export from Sell. We recommend creating a new smart list to track everything you need to know about visits. If you're new to building smart lists, seeCreating and using smart lists.

The following Visit fields are useful to add to your smart list:

• 最后一次访问Date
• 最后一次访问Geoverified - if the location of the last visit was verified
• 最后一次访问Outcome
• 最后一次访问Owner - the last user to log a visit to the lead or contact
• 最后一次访问Summary - any notes logged with the last visit