Atlantica · Visits
What goes in a visit note
internal only
The page, as it was written
- Account, who you saw, and what they actually said — in their words, not a summary.
- What they’re low on, even if they didn’t order it.
- Anything they complained about, however small.
- Write it the same day. A note written Friday about Tuesday is a guess.
- A visit note names the person you actually spoke to, not just the account.
Maria’s own words, in Maria’s own order. Training quotes the page; it never rewrites it.
The check is one worked example in this walk-through
Every lesson takes the page away and asks you to answer it from memory. These are flat pages with nothing to answer into, so one check is walkable here rather than one picture of a check on every page — take it on “Checking in at an account”.
Every version of this page
- v46 Aug 2026Update What goes in a visit note to v4 — adding 1 line from the rule you stated.
- v318 Jun 2026Maria added “write it the same day”.
- v215 Jan 2026Added recording what they’re low on even without an order.
- v14 Sep 2025Written from Maria’s ten-question interview.
The same page in the manual: Atlantica’s manual — every page · ask it a question instead.