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Making Management of unvisited places can be good business for the company.

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

Whether to take an order or to carry out a periodic technical visit, every company that works with a portfolio of customers needs to keep an eye on those who have not been visited for a while.

The Unvisited Locations feature allows the manager to search for customers that are not visited by the external team for a certain period of time.

What are Unvisited Places?

Unvisited Places are customers that have not been visited by your 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 unvisited places and use the filters;

No Visits Since: Choose since when places are not visited. For example, if you choose the date 01/01/2020, the system will show the Places that have not been visited since that date backwards. Then, sites that were visited in 2019 and have never been visited again will appear in the results.
Category: You can choose a Category of Places, such as Premium Customers, that should always be Visited.
Wallet: It is also possible to filter by the desired Wallets.

Schedule Visits Near Unvisited Places

After performing the filters, you can click on the Magnifying Glass beside the name of the Place, to locate the places close to this one, which are not visited either.

Use the filter "Within Radius" to determine the km radius of the Location.

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

Watch this video from the CEO of Contele Field Team Manager, Eng. Leonardo Gazolli, and see how to use the Unvisited places feature:



Queries About Unvisited Places

Visit Already Scheduled for Local and Mass Programming


How to Export the Unvisited Places Report?

After filtering your report, click the Print Page button to open the print page, preview the document, and print.

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Date of last article update: August 20, 2021
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