This feature allows you to confirm your presence for a sales activity such as a Lunch Meeting with a prospect and keeps your team in the loop as well.
How to enable check-in for a sales activity?
To enable ‘check-in’ for any sales activity, follow these steps :
- Go to Admin Settings > Sales activities.
- Choose the sales activity for which you want to enable the option to check-in.
- Mark the checkbox “Allow sales reps to check in from the mobile app”
- Click .
How do I check-in a sales activity I completed?
- On your mobile app, find the sales activity to check-in.
- Click on the Check-in button to check-in on this sales activity. The sales activity is checked in with your current location of the sales rep.
You will also be able to see the check-in done in both web and mobile app under Recent Activities