S.No | Setting Name | Description |
---|---|---|
1 | Document Upload Types | "In the Visit Activity, please list the names of the documents that the Sales Team can upload, separated by commas." |
2 | Competitors List | "If the sales team has visited a college and that college is already using a product from another company, then the name of that company should be inserted here, separated by a comma." |
3 | Visit Region | The sales team is visiting which regions, for example - Agra, Mathura, Bhopal, etc. |
4 | Default Email Recipient | "You need to enter the email ID where you want the report of visit activity to be sent. |
5 | Email Recipient (Other) | "Besides the main email, we need to list the names of those who should receive the report of visit activity and other necessary mail IDs here, separated by commas." |
6 | Columns in Report | The entries for which columns should be present in the visit activity report will be listed here. |
7 | Send Visitactivity Email Copy | Do you want us to send the email to clients? Please select here. |
8 | Send New Visit Planner Notification SMS | "You need to send a notification at the time of Visit Planner's entry. Please select 'yes' or 'no' here to confirm." |
9 | Template ID | "We need to input the template ID for the SMS we will send at the time of visit activity entry here." |
10 | Template | "To send the notification SMS that will be sent at the time of visit planner entry, type the SMS here to send it." |
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Visitactivity Settings
Updated on March 13, 2024
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