Record Customer Visit Notes for CRM Tracking

The Problem

Your sales rep visited "Craft Beer Corner" three weeks ago and discussed adding two new tap handles. Now the owner calls asking about that conversation, but your rep is on vacation and you have no record of what was discussed, what was promised, or when the follow-up is due. You're scrambling to piece together the conversation from memory or text messages.

The Solution

Customer Visit Notes give you CRM-style tracking for every sales interaction. Log who visited, when, what was discussed, what was promised, and when to follow up. Build a complete relationship history for each customer, ensure smooth handoffs between sales staff, and never lose track of important commitments or opportunities.

How to Use It

1. Navigate to Brewery → Customers
2. Open the customer record you visited
3. Click the Visit Notes tab
4. Click Add Visit Note
5. Record visit details:
   • Visit Date: When the visit occurred
   • Sales Rep: Who made the visit (auto-fills to you)
   • Discussion Notes: What you talked about (new products, pricing, tap handle requests, complaints)
   • Action Items: What needs to happen next
   • Follow-up Date: When to check back
6. Click Save Visit Note

All visit notes display chronologically on the customer record. Anyone on your team can see the complete relationship history and pick up where the last rep left off.

[SCREENSHOT: Visit Notes tab showing chronological list of visit entries with date, rep name, and notes preview]

Pro Tip

Log visits immediately after they happen, while details are fresh. Include specific numbers and commitments—"Agreed to add 2 tap handles by March 15th" is way more useful than "Discussed tap handles." Your future self (and your teammates) will thank you.

Learn More

Visit notes help you maintain relationships with your best customers. Learn how to merge duplicate customer records to consolidate visit history, or discover how to process bulk keg returns efficiently during customer visits.