Guia para crear visitas operativas
- GABRIEL ECHEVERRY PEREZ |
- 0 step |
- 10 minutes
Seguridadsvg
Google
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CREAR UNA VISITA OPERATIVA
Click here.
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Click "Remove"
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Click the "Buscar…" field.
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Click "Remove"
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Click this link.
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Filtra por el nombre del cliente
Click "Manage"
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Click "Editar"
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Click "Planificar actividad"
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Click "Visita Operativa"
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Type " [[Backspace]] visit [[enter]]"
Click the "Resumen" field.
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Type "VO SUB5576 - Club Campestre"
Click "ABRIR CALENDARIO"
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Click here.
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Click "EDITAR"
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Click the "Seleccione asistentes..." field.
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Alerta! si la persona de contacto no esta creada como contacto hijo de la empresa, seguir los siguientes pasos para crear ese contacto y luego agregarlo como participante al evento.
Click here.
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