How to check sales teams location and meeting logs

This will get the GPS location of the app user at that point in time and also log the amount of time spent at the customer.

Kindly find the below steps to view the sales team location:

Step 1: Dashboard->Click on Party option and then click on particular party.

Step 2: To check In click on (Check In) Option.

Step 3: To check out click on (Check Out) Option (GIF)

Step 4: Click on Reports and then Sales Team Check In Report.(Reporting Feature of sales person Check In and Check out(Only admin can view this report)

Step 5: Admin can see all his users if he want to check user location in detail, Click on particular user name and can find all the details admin can can also check the GPS location by google map.

Note: ON GPS location on your mobile.To enable location tracking in Biz Analyst app, Go into data entry settings enable the location option.

How to check meeting logs:

Step 1: Dashboard> Click on Party option and then click on particular party.

Step 2: You will find the summary option, while viewing the summary of a particular customer, you can also view the number of meetings and the Avg time spent per meeting.