Field Sales App
Logging a geo-tagged visit
Check in at a customer's location and record the outcome of your visit.
3 min read
Every customer visit is logged with a GPS coordinate so managers can verify that visits happened and review rep coverage on a map.
- 1Navigate to the customer on your route list and tap Check In.
- 2Your current GPS location is captured automatically.
- 3After the visit, tap Check Out and add notes about the outcome.
- 4The visit record syncs to the ERP immediately if you have connectivity, or queues for sync when back online.