Add Visit Planner

Follow these steps to Add New Visit Planner in UdyogX.

Stepwise Guide

1. Log into the software.

2. Hover on "Visit Planner" module visible on the left sidebar menu.

3. Click on "Add New" submenu that appears.

   

4. In the form that appears, fill the necessary details like “Session”, ”Planner Schedule”, “Employee”, “Team Member”, “Organization Name”, “Organization Type”, “State”, “Address”, “Meeting With”, “Visit Reason”, “Email”, “Phone Number”, “Website” , “Product”.

5. Click on ‘Save’ button at the bottom.

   

6. A confirmation box will appear when the details are saved successfully.

Video Tutorial

Below is a video tutorial on how you can add a new visit planner.