Assign Visit

A critical component of effective outreach is ensuring that visits are completed in a timely manner. Once a visit is assigned to a member of the outreach team, the team member should be able to see the visit and enter a visit result. To assign a visit, click the “assign” icon on the visit details page. Select a member of the outreach team to complete the assignment. Once a visit is assigned, the member of the outreach team can login and see the visit in the “My Visits” folder under Visits \ Not Done. The outreach team member can then open the visit and enter the visit result directly. The outreach team member can even enter the visit result from his mobile phone while on the way home from making the visit.
Assign Visit
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President of Shining Light Technologies.
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