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Field Trip (Field Tours)

Field Trips (Field Tours) help your sales or field teams plan and record on-site visits, surveys or customer engagements.

Quick overview:

  • Plan tours and assign team members to cover multiple sites.
  • Create tour plans with schedules and objectives.
  • Log visits and attach notes, photos, or follow-up tasks.

Where to find it:

  • CRM → Field Tours contains tour planning tools, personal tour lists and team tour overviews.

Tip: Use Field Trips to capture rich customer context during visits — attach photos and notes to make follow-up actions faster and more accurate.