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 :
Go to Admin Setting -> Sales activities under CRM Customization.
Choose the sales activity for which you want to enable the option to check-in.
Select the check box “Allow sales reps to check in from the Freshsales mobile app”
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 -
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.
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.
You will also be able to see the check-in done in both web and mobile app under Recent Activities.
