Add a New Visitor
- Go to the Organization that the person visited and click the Meetings Tab.
- Either Create a new Meeting or click an existing Meeting Date
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Note: if you create a new meeting
- Enter the meeting date and time, if different from the regular Schedule
- Check the Group Meeting (headcount only) if you will be entering just a headcount.
- For a Group Meeintg, click in the Number Present field and enter the head count.
- Then press OK.
- Click the Add Visitors button to add visitors to that meeting
- Follow the Search Add Workflow for instructions in locating existing records in the database or adding new records