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Logging a BeBack Visit

Use the 'Log a BeBack Visit' button to track when a prospect returns for an additional visit. This helps maintain an accurate visit history and allows management to monitor ongoing customer engagement.

Step 1: Open the Opportunity

Navigate to the Opportunity (Deal) record for the prospect you are working with.

Step 2: Log the Repeat Visit

  • Locate the Log a BeBack Visit  button in the upper-right corner of the Opportunity record.
  • Click  Log a BeBack Visit .

Step 3: Enter in Your Notes

After creating the BeBack, click into the Notes and edit visit notes.

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Step 4: Verify the Visit Count

After clicking the button:

  • The visit counter in the lower-left column will automatically increase.
  • The updated count indicates the total number of repeat visits for the prospect.
  • No additional data entry is required.

 

Important Notes

  • Only click Repeat Visit when the prospect has physically returned for an additional visit.
  • Avoid clicking the button multiple times for the same visit.
  • If the visit count appears incorrect, refresh your screen or contact your manager before making additional changes.