⬡ BJ Sales Portal
Log Visit
Client History
SC Dashboard
Sales Dashboard
Log a Field Visit
Select your name, pick the client, fill in what happened — next action date is required.
You are:
— Select your name —
➕ Log a New Visit
Visit Date *
Client *
Save
👤 No contact name saved for this client yet — add one?
+ Add New Client
Client / Company Name *
Phone
City
Contact Person Name
Save Client
Cancel
Visit Type *
— Select —
New Client
Follow-up Visit
Order Discussion
Sample Delivery
Collection / Payment
Catalogue Show
Conversation Summary *
Outcome *
— Select Outcome —
✅ Order Placed
📦 Sample Requested
🔁 Interested — Follow Up
🤔 Thinking / Will Decide
💰 Payment Collected
❌ Not Interested
Other
Next Action Date *
(max 15 days from visit date)
Focus for Next Visit
Log Visit
Last 5 Visits —
Today's Visits —