create a Field Visit

This comprehensive guide explains how to create a Field Visit form in Thriwin CRM, detailing various methods of access and form completion for users.

Accessing Field Visit Form via Toolbar

• Click on '+' icon in the toolbar
• Open the Activities dropdown
• Select 'Field Visit' option
• Screenshot:
  • Screenshot (1): Toolbar with '+' icon

• Screenshot (2): Field Visit form after clicking on Field Visit icon in activity dropdown

Accessing Field Visit Form from Entity Details Pages

Company Details Page

• Description:
  • Navigate to specific Company details page
  • Click on Field Visit icon
  • Company Name automatically pre-fills in participants field
• Screenshot:
  • Screenshot (3): Field Visit icon in Company details page

• Screenshot (4): Field Visit form with Company Name pre-filled

Lead Details Page

• Description:
  • Open specific Lead details page
  • Click on Field Visit icon
  • Lead Name automatically pre-fills in participants field
• Screenshot:
  • Screenshot (5): Field Visit icon in Lead details page

• Screenshot (6): Field Visit form with Lead Name pre-filled

Deals Details Page

• Description:
  • Navigate to specific Deal details page
  • Click on Field Visit icon
  • Corresponding Deal's Leads automatically pre-fill in participants field
• Screenshot:
  • Screenshot (7): Field Visit icon in Deals details page

• Screenshot (8): Field Visit form with Deal Leads pre-filled

Marketing Contacts Details Page

• Description:
  • Open specific Marketing Contact details page
  • Click on Field Visit icon
  • Marketing Contact name automatically pre-fills in participants field
• Screenshot:
  • Screenshot (9): Field Visit icon in Marketing Contacts details page

• Screenshot (14): Field Visit form with Marketing Contact pre-filled

Accessing Field Visit Form from Admin Settings

• Description:
  • Navigate to Admin Settings
  • Select 'Assign Field Visit'
  • No fields are pre-filled
  • Admin must manually enter all required information
  • Considered as an administrative task
• Screenshot:
  • Screenshot (10): 'Assign Field Visit' option

• Screenshot (11): Blank Field Visit form in Admin Settings

Common Issues and Troubleshooting

• Issue 1: Fields not pre-filling correctly
  • Solution: Verify correct entity is selected before opening Field Visit form
• Issue 2: Unable to save Field Visit forms
  • Solution: Ensure all required fields are completed

FAQs

• Question 1: Can I modify pre-filled participant information?
  • Answer: Yes, pre-filled information can be edited before form submission
• Question 2: Is Field Visit form the same across different access methods?
  • Answer: Core form remains consistent, with variations in pre-filling based on access point

Need More Help?

• Contact Support: Reach out to Thriwin CRM support team for detailed assistance with Field Visit form navigation and completion.

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