Step 5. Check-in
It is the process whereby the sales rep can register their physical presence at the customer site. With it, a sales rep can record, in less than a minute, the visit they just had.
1. Activity type
In this section, you can choose what type of Check-in is most compatible with your type of sales visits, personalizing the different type of Check-in (on site visit).
You can create different type of Check-in depending the visit you make. For example: first visit, hunting visit, farming visit, etc.