Sales
Sales Pipeline
Contacts
Client Relations
Client Visit
Client visits
Visit history
New visit
*
Date
*
*
Practice
*
Representative(s)
Provice
Town
2nd Consultant
3rd Consultant
Reason for visit
Discussion points
Challenges
Issues addressed
Escalation/Assistance required from line manager
Practice no
Practice name
Visit date
Consultant
DP book (#)
DP book (R)
Date created
2nd Consultant
3rd Consultant
Representative
Reason
Discussion points
Challenges
Issues addressed
Escalations
Province
Town
Last date modified
ResolvedAcc
ResolvedAccRValue
VisitID
Consultant1UserID
Consultant2UserID
Consultant3UserID