Log a visit
Logging a stop, which means writing up a visit, walks you through it: where you are, the context, what came of it, a summary, and your sign-off.
At the end it shows you what it drafted from your words — so vague notes make vague drafts.
Nothing is sent from a write-up. Anything it drafts waits in the Queue until you say yes.
What you write stays on the account, so the next person to open it is not starting cold.
Log a visit
More in Contacts3 pages
- ContactsContacts holds the people and companies you work with, connected to their needs, history and work.
- Quotes and stockAvailable (stock you can promise) and held (stock set aside for somebody else) are shown as two separate numbers.
- Account healthOpen an account’s health score and it comes apart into what it was worked out from, heaviest first, with the method said out loud.
Still need help?
Every page we have written down is in one list, and the search box finds what is in it.
If it is not written here, email hello@bisbe.xyz.
Powered by Bisbe — these pages are Bisbe’s own knowledge base, published straight out of the app.