How to Check-in from an opportunity?

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What is a Check-in from an Opportunity? 

The Check-in allows you to report a visit at the location where the opportunity is geolocated, whether or not it corresponds to the location of the company as long as it is less than 500 meters from the customers office.

By default, the option to record physical sales visits (check ins) can only be activated from the ‘Accounts’ menu. However, sometimes it may be possible that you need to report your visits in a specific opportunity.


What to do if you need to report a visit to an opportunity rather than an account?

You might need to report some of your visits to an opportunity rather than an account. For example, if you’re working with clients in the construction industry, and visits are not carried out in the head office but on sites, you can report visits in ‘Opportunities’ by activating geolocation.


How to check in from an opportunity?

When you have this option activated and your opportunities are geolocated, you will see how when selecting an opportunity, the button “Check in” will appear. Remember that you can only check in if you are within 500 meters of an opportunity.


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