# Custom forms for sales visits and improved visits scheduling

**URL:** <https://community.breww.com/t/custom-forms-for-sales-visits-and-improved-visits-scheduling/6078>\
**Category:** Ideas & feature requests\
**Created:** [24 June 2025 16:36 UTC](https://community.breww.com/t/custom-forms-for-sales-visits-and-improved-visits-scheduling/6078 "2025-06-24T16:36:53Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![thomas-jack1](https://community.breww.com/user_avatar/community.breww.com/thomas-jack1/32/3950_2.png) [@thomas-jack1](https://community.breww.com/u/thomas-jack1)\
**Post date:** [24 June 2025 16:36 UTC](https://community.breww.com/t/custom-forms-for-sales-visits-and-improved-visits-scheduling/6078/1 "2025-06-24T16:36:53Z")

</div>

**Sales Visit Functionality – Suggested Improvements**

With the increasing availability of purpose-built sales apps, it would be great to see some enhancements to Breww’s sales visit tools to keep field sales teams efficient and competitive.

Currently, the notes section provides a basic method for logging who was seen and what was discussed. However, this data isn’t easily searchable or reportable, which limits its long-term value.

A few key improvements that would significantly enhance usability:

### 1. Automated Visit Scheduling

- Breww could automatically flag accounts that haven’t been visited in a defined timeframe (e.g. 30/60/90 days).
- The system could then suggest a route (similar to the delivery planner) for visiting a defined number of accounts on a chosen day, helping to maximise efficiency and ensure regular touchpoints.

### 2. Standardised Post-Visit Logging

- After a visit, the salesperson could complete a structured form within Breww, using customisable, pre-defined dropdowns or tick boxes. For example:
  - Purpose of visit (e.g. relationship, sell-in, feedback)
  - Beers discussed
  - Number of taps/lines discussed
  - Likelihood of listing or success
  - Key notes or actions

This would not only speed up data entry but also make the information searchable and usable for reporting, analysis, and forecasting. Also if a sales person is given a new territory this info would seamlessly be passed on to the next rep without them having to read hundreds of notes.