How to differentiate a Check-in from a Visit?

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. 
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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.
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