This article is also available in:
Doing inactive customer management can be a good deal for the company.

In many companies that work with recurrence, leaving an inactive one can be a loss, since there were costs to acquire these customers.

Whether to place an order, or make a periodic technical visit, every company that works with a client portfolio, needs to keep an eye on those who have not been visited for a certain time.

The Place Not Visited feature allows the manager to search for customers who are not visited by the external team for a certain period of time.

What are Place Not Visited?
Place Not Visited are customers who are not visited by their Users, for a period determined by you.

In addition to viewing these Locations, it is possible to schedule visits to inactive customers who are close to each other, making the seller or service provider much more productive.

Access the Places not visited and use the filters;

No visits since: Choose when the Sites are not visited. For example, if you choose the date 01/01/2020, the system will show Places that have not been visited since that date, backwards. Then, Places that were visited in 2019 and never had a visit again, will appear in the results.

Category: You can choose a Category of Places, such as Premium Customers, which should always be visited.

Portfolio: It is also possible to filter by desired Portfolios.

Schedule visits near Place Not Visited

After making the filters, you can click on the Magnifying Glass next to the Location name, to find the places next to it, which are also not visited.

Use the "Within a radius of" filter to determine the radius km of the Local.

Select all the results, go to "Actions" and click "Prepare Schedule".

Watch this video from the CEO of Contele Team Manager, Eng. Leonardo Gazolli, and see how to use the Place Not Visited feature:

Did this content solve your question or help you?

Vote below and, if you did not find what you were looking for, send a message in the chat beside.
Was this article helpful?
Thank you!