About Customer Visit Status
1. Dashboard Overview
Summary of Today's Visits: A quick snapshot of the number of visits scheduled, completed, pending, and canceled.
Visit Status Overview: A live status feed showing active visits (in progress, completed, or upcoming) in real-time.
2. Visit Scheduling
New Visit Creation: Ability to create new visits by entering customer details, preferred time slots, and visit objectives.
3. Customer Details & Visit History
Customer Profile: Detailed customer information (name, contact, location, account status, past interactions).
Visit History: A log of past visits with dates, outcomes, and any follow-up actions.
Notes & Feedback: Ability to add notes from each visit and track customer feedback or issues raised.
4. Live Visit Tracking
Real-Time Location Tracking: View team members' locations customer.
Visit Progress: Track the status of ongoing visits (e.g., Marketing, Problem Solving or Marketing and Problem Solving).
Live Updates/Check-ins: Allow field agents to check in or update visit status (e.g., “Brand,” “Buying,” or “Garments“).
5. Reporting and Analytics
Visit Success Rate: Percentage of successful visits vs. canceled or delayed visits.
Visit Duration Analysis: Average time spent on visits, helping to optimize schedules and resources.
Customer Satisfaction Score (CSAT): Based on follow-up surveys or ratings, show a customer satisfaction trend.
6. Notifications & Alerts
Visit Status Notifications: Notifications for visit updates (e.g., Pending Meeting Recap, Program & Action).
Emergency Alerts: For urgent visits or issues that require immediate attention.
Summary of Today's Visits: A quick snapshot of the number of visits scheduled, completed, pending, and canceled.
Visit Status Overview: A live status feed showing active visits (in progress, completed, or upcoming) in real-time.
2. Visit Scheduling
New Visit Creation: Ability to create new visits by entering customer details, preferred time slots, and visit objectives.
3. Customer Details & Visit History
Customer Profile: Detailed customer information (name, contact, location, account status, past interactions).
Visit History: A log of past visits with dates, outcomes, and any follow-up actions.
Notes & Feedback: Ability to add notes from each visit and track customer feedback or issues raised.
4. Live Visit Tracking
Real-Time Location Tracking: View team members' locations customer.
Visit Progress: Track the status of ongoing visits (e.g., Marketing, Problem Solving or Marketing and Problem Solving).
Live Updates/Check-ins: Allow field agents to check in or update visit status (e.g., “Brand,” “Buying,” or “Garments“).
5. Reporting and Analytics
Visit Success Rate: Percentage of successful visits vs. canceled or delayed visits.
Visit Duration Analysis: Average time spent on visits, helping to optimize schedules and resources.
Customer Satisfaction Score (CSAT): Based on follow-up surveys or ratings, show a customer satisfaction trend.
6. Notifications & Alerts
Visit Status Notifications: Notifications for visit updates (e.g., Pending Meeting Recap, Program & Action).
Emergency Alerts: For urgent visits or issues that require immediate attention.
