Can I track the sales executive's location in the CRM mobile app?
Yes, Zoho CRM app for Android comes with a check-in feature which lets sales reps check in to the location when they meet with a client. Sales managers will be notified of the check-in right away and can keep track of their sales executives' client appointments. You can only create check-ins for the Leads, Contacts, and Accounts modules. You cannot create a check-in without it being associated with an event.
To check in to an event:
1. Go to Leads, Contacts, or Accounts module.
2. Tap the (Check-in) icon to create a check-in.
3. If there are already events associated with the contact, they will be displayed.
Select an event. The check-in will be associated with the event as a note.
4. If there are no events associated with the contact, the app will prompt you to create a new event for the check-in.
Create a new event and associate the check-in with the event.
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