Set Important Field
Sales Culture > Customize Setting > Set Important Field
Check In
Posted by i3Teamworks Admin on 25 Jun 2019 4:10pm

This setting will ensure the Sales Person to perform Check In and Check Out to complete their planned Activity or Visitation. By having this feature it may help you to get a GPS location automatically updated into your Customer database upon first visitation.

1. From your Main Dashboard, tap on SALES and click Program Settings

2. Tap on and choose