What is a Fast Check-in?

It is the process whereby a sales rep can report a visit when physically visiting a prospective client, without having to link them to any existing account or opportunity in ForceManager (cold calling). 

To create a fast check-in, the only mandatory field is the activity type. The remaining fields are not required but can be filled in later, if necessary. 

The Fast check-in will be recorded in Activity, there you will be able to add more details or comments from that visit:



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