1. Check in

The Check-in feature is used by sales reps to register geolocated visits when they are within the established 500 meter range of a client's premises.

You can create a Check-in as follows:

1. Make sure you are within the established 500 meter range of a client's premises.
2. Click the "Check-in" icon.
3. Complete all relevant information. Only the visit type field is mandatory. All other fields are optional and can be completed at a later time.
4. You can view the registered Check-in from the activities section, as well as modify, share or delete the created activity. 

 

2. Visit

You don't need to be at a client's registered premises to confirm a visit as visits are not geolocated. The process for creating them is different because the Check-in option is not enabled when you are not in range of the account premises.

You can register a visit as follows:

1. Access the account you wish to create a visit for (you will see the Check-in option is not enabled as you are outside of the established range).
2. Select Activities from the menu located on the account file.
3. Click the "+" icon to add your visit. Only the visit type field is mandatory. All other fields are optional and can be completed at a later time.
4. You can view the registered visit from the activities section, as well as modify, share or delete the created activity.