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You also have the option to “Check-in” from ‘Opportunities,’ as well as accounts.

Check-ins allow you to report a sales visit on the spot of a client’s location where you have a potential opportunity. However, make sure you have geolocated the opportunity in order to be able to do so.

From the ‘Opportunities’ menu you will see a “check-in” button. You will only be able to “check-in” if you are less than 500m from the account that you want to visit, making it super easy to report your visit.

This feature is only available if your consultant has activated it, otherwise you won’t see the button.

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