Should we add the Status “Failed” to a Sales Visit ?
All the visits planned are not necessarily completed due to differents reasons (customer closed / Manager not present)
Please let me know if you think this is relevant and/or tell me how do you manage sales visits planned but not realized ?
What about the “In-progress” ? Isn’t it done or not ? I am curious to know how do use it.
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Plus being able to add a note link to the completion of the sales visit would be great, but this has been requested.
Hi Odran, Thanks for your comment. Currently, the only way to handle this scenario is to mark the visit as completed; it isn’t currently possible to mark it as ‘Failed’. However, if you’d like to see the ability to mark a sales visit as failed, it would be great if you could raise this as a feature request with the team here. The ‘In-progress’ option allows you to indicate that the visit has started; once the visit is completed, it can then be marked as completed. This step is optional, so you can skip the ‘In-progress’ stage if you’d prefer to mark it as completed in one go. Let me know if I can help with anything else. Cheers!
Strong point Odran — this is exactly the kind of nuance you need if you want sales to actually use the tool in the field.
A “Failed” status would definitely add value, but I’d argue it’s solving a symptom before fixing the core issue.
Right now, the bigger gap is in how visits live in the daily workflow:
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Visits aren’t clearly visible in a proper agenda view
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No seamless sync with external calendars
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Limited support for real-life field behavior (route planning, quick logging, context on the go)
Because of that, reps are already working around the system — and then statuses like “Failed” or “In-progress” become less meaningful anyway.
If Breww wants to be a true CRM for sales, the foundation needs to shift from “logging visits” to “enabling visits.”
I’d love to see more commercial input shaping the roadmap. At the moment, most feature requests lean heavily toward brewing and operations, while the sales side is where a lot of daily value (and missed opportunity) sits.