Field visits (geotagged check-in)
Check in and out of customer visits right from the browser, with your location, and track your history and time in the field.
When visiting a customer, check in under Field visits. The browser asks for your location and the CRM records the place and time. When you are done, check out: the system computes how long the visit lasted.
- In the menu, under Analytics, open Field visits.
- Write the purpose (for example, visit to customer X) and click Check in. Allow location access when the browser asks.
- When you are done, click Check out on the open visit.
💡 If you decline location access, the visit is recorded anyway, just without coordinates. High-accuracy GPS capture on the phone is a native app feature.