If your business largely requires you to travel and constantly be on the move, then check-in is for you.
In Zoho CRM, sales managers and sales reps can manage their work-related visits easily with the help of check-ins from the Zoho CRM mobile app.
A check-in from the Zoho CRM mobile app is always associated to an event. When you check-in from a location, the app prompts you to associate the check-in with an existing event. You can click the desired event and record the check-in for that event. In case there are no events for the record, you will be prompted to create a new event.
Consider the following scenario to understand how you can organize and monitor check-ins in Zoho CRM.
Note that a check-in can only be made from the mobile app and not from the web version, as it is a feature meant for people on the move. When a check-in is made, the location from which it was made is recorded in CRM; therefore this is a fool-proof method to keep a track of client visits.
When you have reached a client's office, you can check-in to the location using the Zoho CRM mobile app. When you check-in, you will associate it to an existing event.
To associate a check-in to an event
Once a check-in has been associated to an event, the details of the check-in can be seen in the details page of the event it is associated with as well as the related lead/contact'account details page.
To view check-in details in the Event's details page
To view check-in details in the Lead/Contact/Account details page
Sales managers can create check-in reports to make inferences regarding the field visits assigned to their sales reps. Zoho CRM provides a suite of default reports for check-ins.
To access check-in reports