Visits

Track field reps' visits to merchants and customers and the outcome of each visit.

Updated 13 Aug 2026

Description

The Visits page displays a comprehensive log of all field visits made by reps to merchants and customers, with details of each visit including time, location, and outcome, helping management track the field sales team's performance.

Page Components

A visits table: rep name, merchant, date and time, status, outcome.
Filters by rep, merchant, and time period.
Visit location displayed on a map (GPS tracking).

Steps

Go to "Field Reps" then "Visits".
Use the filters to view a specific rep's visits or those within a certain period.
Open any visit to view its full details, including notes and attached photos if any.
Review the visit outcome (sale made, no interest, follow up later) to assess performance.