| 1 | Document Upload Types | In the Visit Activity, please list the names of the documents that the Sales Team can upload, separated by commas. |
| 2 | Competitors List | If the sales team has visited a college and that college is already using a product from another company, then the name of that company should be inserted here, separated by a comma. |
| 3 | Visit Region | The sales team is visiting which regions, for example - Agra, Mathura, Bhopal, etc. |
| 4 | Default Email Recipient | You need to enter the email ID where you want the report of visit activity to be sent. |
| 5 | Email Recipient (Other) | Besides the main email, we need to list the names of those who should receive the report of visit activity and other necessary mail IDs here, separated by commas. |
| 6 | Columns in Report | The entries for which columns should be present in the visit activity report will be listed here. |
| 7 | Send Visitactivity Email Copy | Do you want us to send the email to clients? Please select here. |
| 8 | Send New Visit Planner Notification SMS | You need to send a notification at the time of Visit Planner's entry. Please select 'yes' or 'no' here to confirm. |
| 9 | Template ID | We need to input the template ID for the SMS we will send at the time of visit activity entry here. |
| 10 | Template | To send the notification SMS that will be sent at the time of visit planner. |