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Improvement
a year ago

šŸ“ New 'Visit' Logging Enhancements and 'Quick Add Visit'

We’ve made logging site visits faster and more flexible in SitePad CRM!

You can now add a Visit directly to a Site, Lead, or Operator—not just Contacts. Plus, we’ve added a quick-access link to the ā€˜New’ dropdown on the dashboard, so you can log a visit without needing to navigate to a specific record first.

This means less clicking, more doing.

Visits can automatically be set to Complete a TaskĀ ensuring a fast and easy workflow.

Give it a try and make visit logging smoother than ever!

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