Managing Joint Visits

Joint visit is a special kind of activity that acts as bottom line for the previous activities of that day if they were accomplished with a supervisor. The supervisor can report on these activities using the Joint Visit report according to the predetermined Joint Visit report template.

Joint Visit is intended to estimate the representative’s skills using the preconfigured questionnaire and based on their activities. To do that:

  1. Create Joint Visit report template.

  2. Plan a Visit and estimate the representative’s skills by creating a Joint Visit report.

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