telecrm Admin LMS

Your team could be visiting leads for site visits, test drives, property visits, or field sales activities. You may want to track the exact location of the visit, capture proof through a location picture, and maintain a record of the activity inside the lead.

That’s where telecrm’s Location Tracking and Check-In feature helps.

With Check-In, your team member can mark their arrival at the lead's location directly from the telecrm mobile app. The location and timestamp are captured, creating a clear record of when and where the visit started.

Section 1: Enable Location Check-In

First, let’s enable the Location Check-In feature for your workspace.

1. Log in to the telecrm web app using a Root or Admin account.
2. Go to Settings.
3. Click on Preferences.
4. Scroll down and find Location Check-In.
5. Enable the Location Check-In option.

Once enabled, the Location Check-In feature will be available for all team members added to the workspace.

Section 2: How to Check In Your Location

Now, let’s see how a team member can record their location from the telecrm mobile app.

1. Open the telecrm mobile app.
2. From the main menu, go to Views.
3. Open the lead for which you want to record the visit.
4. Under the Action Bar, click on Location Check-In.
5. The first time you use this feature, telecrm will ask you to enable your device location. This permission is required for the check-in.
6. Click on Go to Settings and turn the location permission On.
7. Come back to the same lead in telecrm.
8. If the system pop-up appears again, close it and click on the Location option.
9. Your current location will now be detected, along with the detailed address.
10. Review the location and click on Confirm Location.
11. You’ll then be asked to allow telecrm access to your camera. Allow the permission while using the app.
12. Take a picture of yourself, the location, or any other authentic proof of the visit, as per your team's SOP.
13. Once the picture is submitted, your Check-In will be recorded immediately.

The check-in record will now be available in the lead history, including the visit image, address, exact timestamp, and the team member who performed the check-in.

And that’s all you need to do to mark your visit as done! With telecrm Location Check-In, your field activities are no longer dependent on manual updates.

You can easily verify who visited, where they visited, and when the visit happened, with the location and proof recorded directly against the lead.