Sales Culture > Check In
Check In Existing Customer
Posted by i3Teamworks Admin on 15 Oct 2018

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

If you are visiting EXISTING CUSTOMER (Customer is already in your i3TW Customer Database), follow the steps.

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

  1. Choose "Search Customer" and enter the Customer Name 
  2. Click Search button
  3. Tick at Customer Name and choose the Contact.
  4. Choose appropriate Activity Type
  5. Click Check In button

 Important Note!

If this is your first time Check In for this Customer, system will prompt you to update the Customer GPS Location according to Check In Latitude & Longitude.