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How to check-in for a sales activity ?

Modified on: Thu, 24 Jan, 2019 at 12:48 PM


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. 

            








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How to check-in for a sales activity ?

Modified on: Thu, 24 Jan, 2019 at 12:48 PM


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. 

            








Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial