This routine allows registration of types that can be worked on before the sale, that is, business contacts, visits to customers or business opportunities.
The visit types are used in the visit appointment and can be treated as an appointment classifier.
Procedures
To add a Visit Type:
1. In Visit Type, select option Add.
2. The system displays the add screen.
Fill in the fields according to help instructions.
3. Check the data and confirm it.
See Also
To check visit types registered, see:
Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas