Visits campaigns for Creatio

The "Visits campaigns for Creatio" add-on helps users easily to create visits to selected accounts dedicated to regular or special events and track campaign implementation and effectiveness.

Use cases:

You can automatically create a pull of visits for each representative, setup specific visit checklist for each campaign and analyze the efficiency of the outdoor activities.

Key features:

• automatic creation of visits for selected accounts;
• periodical check of new accounts in the specified folder and creation of visits for newly added accounts;
• setup of specific visit checklists for each campaign;
• filling in visit checklist directly on the meeting using mobile application;
• track of planned and completed visits.

Notes

Visits are created on the current date and time. Visits reschedule should be performed by responsible managers themselves.