Registration of a visit is vital for collecting valuable data, managing leads, ensuring accountability, and enhancing the overall effectiveness of marketing and business development efforts. It helps in building stronger relationships with potential customers.
Steps:
- Log into startaz.io
- Click on the Shortcut menu (represented by nine dots icon) at the top right corner of the page
- From the options presented in the Shortcut menu, select Marketing Module. This will direct you to a marketing schedule
- To register a visit. Click on Register visit at the top left of the page. This directs you to an add marketing item form.
- Complete the form by filing in the following details i.e. Date, time, client, client prospect, marketing method, office team, meeting brief, action plan and the next follow up date
- Once done click on Submit to save