Log a visit
When to use this: You completed a call or in-person visit on a lead.
Where: Lead → Visits → Add visit
Part of the end-to-end guide: New lead, approval, and visit.
- From Leads, open a lead and go to Visits.
- Click Add visit.
- Set visit date, outcome, update stage if it changed, and add notes.
- Save.
Success looks like
Section titled “Success looks like”The visit appears in the list and counts toward your Dashboard and Reports → Visits totals.
If it goes wrong
Section titled “If it goes wrong”| Symptom | Likely cause | Fix |
|---|---|---|
| Add visit disabled | Lead not assigned to you | Confirm assignment with your manager |
| Required field errors | Campaign visit schema | Complete every required visit field |
| Visit not in reports | Date outside report range | Widen Reports date filter to include visit date |