Hi all, I'm wondering how others have dealt with this... My sales team is asking for a way to keep track of visits that they do with customers (meeting, cold calls, etc.) How would you keep track of this? Would this be a custom form for an event type activity?

I'd do it under events.

Thanks, I'll give it a shot!

Either that or just add a drop down to phone calls with a custom list of ‘type of call’ ie on site, cold call, follow up etc.