Applicable plans
Sprout Blossom Garden EstateForest

This feature allows you to confirm your presence for a sales activity such as Lunch Meeting with a prospect and keeps your team in loop as well.

How to enable check in for a sales activity ? 

To enable check-in for any sales activity, follow the below steps :

  1. Go to Admin Setting -> Sales activities under CRM Customization. 

  2. Choose the sales activity for which you want to enable the option to check-in.  

  3. Select the check box “Allow sales reps to check in from the Freshsales mobile app”

  4. Click Save.

How do I check-in for a sales activity I completed? 

You can check-in for a sales activity using Freshsales mobile apps (Android and iOS). 

To check-in for a sales activity - 

  1. Go to Freshsales mobile app and open the sales activity to check-in. Below two images show Coffee sales activity to follow up with Jane. One image has location populated and another without location.


  1. Click on Check in button to check-in on this sales activity. The sales activity is checked in with your current location of the sales rep.  



  1. You will also be able to see the check-in done in both web and mobile app under Recent Activities.