🔗 This feature is available for all plans.
For detailed information about each plan, you can check 👉 here.
The Check-in feature in ForceManager is an essential tool for sales teams, allowing them to efficiently and accurately log their visits. Here’s everything you need to know about how to use this functionality.
What is a Check-in?
A Check-in is part of the activities in ForceManager and is the process by which a salesperson can physically log their visit to a client, provided they are within 500 metres of the exact location of the client’s offices or facilities. This function will only be available if the company is geolocated in ForceManager and it must be done from mobile devices.
Conditions for Performing a Check-in
Geographical Location: The user must be within 500 metres or less of the client’s location. (This distance can be modified by the account administrator).
Company Geolocation: The company must have a registered location in ForceManager.
If these conditions are not met, the check-in button will be inactive (light orange). To activate the feature, ensure that the address and location in the company's profile are correct.
How to Perform a Check-in?
You can perform a check-in from various parts of the app, depending on whether the visit is previously scheduled in the ForceManager calendar or not:
Scheduled Visit in the Calendar:
From the Dashboard, using the Magic Card.
From the Upcoming Events section.
By accessing the calendar menu directly and selecting a specific event.
Unscheduled Visit in the Calendar:
Go directly to the Companies menu and select the profile of the company you are visiting.
Check-in Process
You have two options to create a check-in. The first, using Dana AI, is "create a check-in by voice". You can also choose to manually enter the check-in data by selecting the second option, "Create Check-in".
Create Check-in by Voice:
Review this article to learn about the advantages of using Dana’s feature.
Create Check-in
1-Start Check-in: Click the check-in button. A form will open where you can log the visit.
2-Complete the Form: The type of management is the only required field; you can choose from various options. The rest can be filled in as needed. You can link the visit to an existing opportunity or create a new one directly from the form. Add existing contacts or create new ones. Add events or tasks to the agenda and use the option to create an event by voice to easily add an event to the check-in. Check this comprehensive article to learn how to create a voice event with Dana AI. Attach images and relevant documents from the visit, which will be saved in the gallery of the client’s profile.
3-Finish and Save: After completing all the necessary fields, click “Done” to finalise and log the visit.
Recommendations for Using Check-in
During the first few months of using ForceManager, many accounts may not have an exact location. To maximise efficiency, it is recommended to update the location each time you visit a client or prospect. This will help avoid errors and keep your client information always up to date, facilitating the precise geolocation of opportunities and improving your account coverage.