Sales Visit extension for Vtiger CRM
Create reports summarizing the necessary information about your visits
Fill in the required report data and assign reports to Vtiger Calendar events
Sales Visit features
Start using Sales Visit now!
Preview of Sales Visit
Calendar events compatibility
Our Vtiger extension is compatible with calendar Events.
- When creating Sales Visit, you can select an event via Activity field
(Image A) - Event/Task will be related to the Sales Visit, you can also create new via relation’s tab
(Image B) - The same applies when creating Events, you can select already created Sales Visit report via Related To field
(Image C)
Add Documents, Products & Services
With our extension you can also add Documents, Products & Services to the Visit Report.
- Navigate to relation tab icons and assign records to your report
- Assign Documents to your visit report
– download or preview them
– example: a .pdf format generated by our PDF Maker - Add Products and Services related to visit if needed
PDF Maker and EMAIL Maker compatible
Sales Visit is also compatible with PDF Maker and EMAIL Maker extensions.
- With PDF Maker PRO you can:
- design the PDF template based on your needs
- export the Sales Visit report in .pdf format
- preview the created report in as a PDF
- send email and attach the created PDF
- save the .pdf into Documents module and add it as relation to the Visit Report
- create workflows
The result is shown on the preview images ➡️
- With EMAIL Maker you can:
- create email body templates
- attach the PDFMaker templates or other attachments
- see a preview before you send an email
- add multiple recipients
- create workflows
