How do I start a visit?

Every visit belongs to a place. Start it where you are and PropelMapper picks the nearest place for you.

On the phone

The quickest way is the round microphone button in the middle of the tab bar. The visit starts at the nearest place, or at the place you visited most recently if your location is not available.

Other ways to start:

• + on Today or the Map tab, then Start a visit.
• Start visit on the Next stop card on Today, or on a place’s page.
• On a place’s page, +, then New visit.
• Visit on a contact’s page.

When PropelMapper cannot suggest a place, it asks Where is this visit? Pick from Recent, Nearby (places within about 10 miles, nearest first) or Farther away, or search. If you are standing in a place, tap Start visit at that place. Tap New field here (or your team’s word for it) to add a place on the spot.

To change the place after starting, tap the place name at the top of the visit screen. The nearest one is marked Nearest.

On the web

1. Select Start a visit from the create menu, or Start visit on the Visits page.
2. Pick the place in the Start a visit dialog and select Start.
3. The recording bar opens with Photo, Note, Metrics, Upload and End visit.

Good to know

• A visit starts with location tracking on and the microphone off.
• Closing the place picker on the phone cancels the visit.
• A visit started from a contact or account does not need a place.