Plan your customer visits faster with Vtiger 360’s GPS features to check-in and check-out at the event location.
Businesses that require their sales agents to visit prospects or customers at client locations can use Vtiger 360 GPS-enabled features to plan their agenda with an option to check-in to the event location. The agent adds the quick note and marks the event as held after the meeting.
The Sales managers get a real-time visit update from the agent with an option to generate Agent visits report with all the check-in and check-out details. The sales agent can also use this report for expense claims and time management.
Please follow these simple steps to view and configure GPS settings via Vtiger web app.
Note! Only Admins can access GPS settings in Vtiger web app.
To create an onsite Event, select Activity Type = “Onsite meeting.”
By default, Organization billing address or the Primary Contact’s mailing address is considered as the event location.
Onsite event creation in Vtiger 360
Onsite event creation in Vtiger web app
Following actions can be performed for onsite Events
1. Navigation to the Event location.
Click on Navigate to find the best route to the Event location.
2a. When an onsite Event is in planned status, agent can
Note! To detect the device’s current location for check-in, GPS location of the device has to be turned on.
2b. When an onsite Event is in checked-in status, agent can
Cancel - To cancel a checked-in meeting that did not happen
When the agent checks-in to the Event outside the geofence radius, a warning is shown to the user to indicate that the check-in will be marked as a violation. The agent can still proceed and complete the check-in action.
To continue, tap on Yes.
Event status is set to Checked-in once the check-in action is complete.
1. Only Event owners are allowed to check-in.
2. Multiple check-ins are not allowed at the same time.
Check-in details block in Event record captures information related to last check-in
Once the meeting is complete, the agent can mark as held and enter the meeting notes.
Check-in and check-out comments:
Check-out details block in Event record captures information related to check-out action.
Actual duration of the Event
Default agent visit reports are available in Activity Reports folder.
Agent check-in report: Agent visit report with details of check-in and check-out.
Agent check-in exception report: Agent visit report with details of check-ins done outside of geofence radius.
If you face any issue with check-in, please change your location mode in your Android device from High accuracy to Device only.