Step 5. Check-in
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Written by Training
Updated over a week ago

This feature is only available for the following plans:


Click here for more information on our plans.

It is the process whereby the sales rep can register their physical presence at the customer site. With it, a sales rep can record, in less than a minute, the visit they just had.

1. Activity type

In this section, you can choose what type of Check-in is most compatible with your type of sales visits, personalizing the different type of Check-in (on site visit).

You can create different type of Check-in depending the visit you make. For example: first visit, hunting visit, farming visit, etc.

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