a year ago
š New 'Visit' Logging Enhancements and 'Quick Add Visit'
Weāve made logging site visits faster and more flexible in SitePad CRM!
You can now add a Visit directly to a Site, Lead, or Operatorānot just Contacts. Plus, weāve added a quick-access link to the āNewā 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!