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Sales Partner Guide / Visits

Visits

1 min readSales Partner Guide
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Purpose

Visits let you log the in-person school visits you make while working leads or supporting schools you've already onboarded. It's a simple record of where you went, when, and what happened — useful for your own history and for your manager to see field activity behind the numbers.

When to Use

  • After visiting a prospective school as part of the sales process.
  • After a check-in visit to a school you've already onboarded.
  • When your manager or the school asks whether and when a visit happened.

How to Use

  1. Go to the Visits section, usually reachable from a lead or school's detail screen, or from a dedicated Visits list.

  2. Tap Log Visit and select the lead or school it relates to.

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    The Log Visit form with a lead/school selector, date, and notes field.

  3. Enter the date and a short note on what the visit covered — a demo, a check-in, a document handoff.

  4. Save the visit. It appears in that lead's or school's history alongside your other logged activity.

  5. Review your visit history from the Visits list when you need to recall or report on your recent field activity.

TipLog a visit the same day it happens, ideally right after you leave the school. Details are easiest to capture accurately while they're fresh.
Common MistakeDon't skip logging a visit just because it felt routine. A consistent visit history is what shows your manager (and, when relevant, the school) that field relationships are being maintained, not just closed and forgotten.