Log a visit
Record a visit, a call, a check or an activation at an account, with photos.
Open the account and tap Log. Choose what you're logging:
- Visit: a sales call, delivery, check-in or retail audit, with notes.
- Call, text or email: a quick touch, or a chat in person. Pick who it was with, what happened and the outcome. Turn on Next step to set a follow-up date.
- Menu check and Retail check: how you're listed on the menu and at what price, or your shelf price, facings, displays, signage, promotions and what competitors are doing. A menu check that shows you on the menu needs a photo.
- Activation: a tasting or event, with cases sold.
- Merch install and Asset: what you put in the venue and where.
Then tap Log it. Choices your company switched off don't appear.
You can also log a call, text or email from a contact's page, with that contact already picked.
Photos. Add photos of the shelf, the menu or the display with Camera, or pick up to 6 at a time from your Library. Tap the x on a photo to remove it. A small upload icon means the photo is saved on your phone and uploads when you have signal.
Check-in. With location allowed, a visit records a GPS check-in and shows how far you are from the venue, so your manager can see you were there. Without it, the visit still saves.
Logging a visit updates the account's last-visit date and counts toward your goals and the leaderboard.
See what you've logged. Everything logged at an account is listed newest first under its Activity section. For everything across your accounts, open More, then Activity: it's grouped by day, you can filter by kind, and you can search by Account or notes. Tap an entry to see its details and photos, and tap Edit to change it. Calls, texts and emails can't be edited once logged.