Installing and using the Log Visit app

<p>The <a href="https://www.zendesk.com/marketplace/apps/sell/269778/log-visit" rel="noopener" target="_blank">Log Visit app</a> for Zendesk Sell allows admins and users to create a visit while viewing a lead and/or a contact.</p>
<p>Visits created through the app are visible in the lead's Activity Feed or contact's Activity Feed in Sell.</p>
<p><img alt="" height="296" src="https://support.zendesk.com/hc/article_attachments/4408896102298" width="586"></p>
<p>This article includes the following topics:</p>
<ul>
<li><a href="#h_cc5354a3-b593-4464-b380-5ce8c556dbd7" target="_self">Installing the app</a></li>
<li><a href="#h_388f106c-f9f4-41e0-9a39-677f32707977" target="_self">Using the app</a></li>
<li><a href="#h_b00b19ad-433c-4be5-b5fa-6eb1f6947210" target="_self">Release Notes</a></li>
</ul>
<h2 id="h_cc5354a3-b593-4464-b380-5ce8c556dbd7"><span>Installing the app</span></h2>
<p>The Log Visit app is installed from the <a href="https://www.zendesk.com/apps/" target="_self">Zendesk Marketplace</a>.</p>
<p><strong>To install the app</strong></p>
<ol>
<li>In Zendesk Sell, click <strong>Settings</strong> (<img alt="" src="https://support.zendesk.com/hc/article_attachments/360043525093/manage_icon.png">), then select <strong>Tool</strong> &gt; <strong>Apps.</strong>
</li>
<li>Click <strong>Marketplace </strong>in the upper-right of the page.</li>
<li>Enter "Log Visit" in the search bar at the upper right of the page.</li>
<li><span> Double-click on the <strong>Log Visit</strong> app icon, and click <strong>Install</strong>.</span></li>
<li> In the <strong>Installation</strong> section, enter a name for the Log Visit app. This configuration option is also available after installation by navigating to <span> <strong>Settings</strong> &gt; <strong>Apps</strong> &gt; <strong>Manage.<br></strong></span><span></span>
</li>
</ol>
<h2 id="h_388f106c-f9f4-41e0-9a39-677f32707977">Using the app</h2>
<p>When a user has a lead or contact open, the app displays in the right sidebar on the Leads or Contact page. </p>
<p><strong>To log a visit </strong></p>
<ol>
<li class="wysiwyg-indent1">In the Log Visit app, select the outcome and add any notes about the visit.<img alt="" height="330" src="https://support.zendesk.com/hc/article_attachments/4408896110234" width="531">
</li>
<li>Click on <strong>Log New Visit</strong>. A confirmation message is displayed.</li>
</ol>
<p class="wysiwyg-indent2"><img alt="" height="441" src="https://support.zendesk.com/hc/article_attachments/4408896106394" width="536"> </p>
<h2 id="h_b00b19ad-433c-4be5-b5fa-6eb1f6947210">Release notes</h2>
<p><strong>Version 1.1.1 - 2021-03-26</strong></p>
<ul>
<li><span>Fixed an issue where association with contact (person) wasn't working correctly</span></li>
</ul>
<p><strong>Version 1.1.0 - 2021-03-25</strong></p>
<ul>
<li><span>When logging a visit to a person contact, also added to a company contact</span></li>
</ul>
<p><strong>Version 1.0.0 - 2020-08-20</strong></p>
<ul>
<li>Initial release of the Log Visit app</li>
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