Sales Culture > Check In
Check In New Customer
Posted by i3Teamworks Admin on 15 Oct 2018 2:26pm

To start using Check In system, learn how to Enable Location Access

If you are visiting NEW CUSTOMER (Customer is not yet in your i3TW Customer Database), follow the steps

From your Main Dashboard, tap on SALES and click Check In

  1. Choose "New Customer" and tick on "Insert New Customer Info"
  2. Enter the Customer Information as requested
  3. Choose appropriate Activity Type
  4. Click Submit button