Check In
Sales Culture > Check In
This setting will ensure the Sales Person to perform Check In and Check Out to complete their Activity or Visitation. By having this feature it may help you to get a GPS location automatically updat...
To start using Check In system, learn how to Enable Location Access
If you are visiting NEW CUSTOMER (Customer not yet in your i3TW Customer Database), follow the steps:
From your Main D...
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.
L...
To start using Check In system, learn how to Enable Location Access
As you can schedule your Visitation ahead, when the date comes, you can directly Check In.
Learn how to Schedul...
Check Out to complete your visitation and proceed with other visitation. In occation that the meeting is canceled after you have performed the Check In, you can update the Visitation to Canceled dur...
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