Lead/Opportunity Level Check-in and Check-out on Mobile App

1. Feature Overview

The Lead and Opportunity Level Check-in/Check-out feature tracks the time a user spends on a lead or opportunity. This is different from the app-level check-in, which is meant for marking attendance. This feature provides more accurate data on the time spent on leads and opportunities, and enhances productivity analysis and reporting for managers.

 

2. Prerequisite

You must have the LeadSquared mobile app installed in your device.

 

3. How It Works

First, Admins must configure the JSON on Mobile App Additional Settings in a specific format to enable check-in and check-out at lead or opportunity level. Once this setting is configured, an Lead/Opportunity Check-In button will be displayed on the opportunity and lead details pages respectively. Users can tap this to start their meeting. A timer will appear in hours, minutes, and seconds.

The check-in/out actions can be linked to either a dynamic form or a default activity form, which can be manually submitted by the user or posted in the background. The corresponding activities will be posted upon checking in and out. The duration between these two activities will serve as the time spent by the sales user on the lead or opportunity. If geofencing is enabled, the user’s current location is fetched and verified to ensure they are within the defined radius from the location of the opportunity.

Lead Level Check-In and Check-out

LeadSquared - lead level check in  LeadSquared - lead level check out

Opportunity Level Check-In and Check-out

Leadsquared - opportunity level checkin Leadsquared - opportunity level checkout

 

4. Enable Lead Level Check-in/Check-out

  1. Navigate to Settings>Mobile App>Additional Settings.
  2. Alongside Check In and Out Entity Level, configure the JSON using the sample code given below.
  3. Once you’re done, click Save.
{
  "lead": [
    {
      "entityId": "lead",
      "checkIn": {
        "title": "Branch Visit",
        "activityCode": "161",
        "backgroundPost": true
      },
      "checkOut": {
        "title": "End Branch Visit",
        "formId": "e3c67a2c-8e73-11ee-9431-0e4a094f7057",
        "backgroundPost": false,
        "checkInTimeField": "mx_Custom_3mx_CustomObject_1",
        "checkOutTimeField": "mx_Custom_3mx_CustomObject_2",
        "durationField": "mx_Custom_3mx_CustomObject_3"
      }
    }
  ]
}

 

5. Enable Opportunity Level Check-in/Check-out

  1. Navigate to Settings>Mobile App>Additional Settings.
  2. Alongside Check In and Out Entity Level, configure the JSON using the sample code given below.
  3. Once you’re done, click Save.

Sample JSON

{
   "opportunity":[
      {
         "entityId":"12001",
         "checkIn":{
            "title":"Start Meeting",
            "activityCode":"209",
            "backgroundPost":true
         },
         "checkOut":{
            "title":"End Meeting",
            "activityCode":"222",
            "backgroundPost":false,
            "checkInTimeField":"mx_Custom_1",
            "checkOutTimeField":"mx_Custom_2",
            "durationField":"mx_Custom_3"
         }
      }
   ]
}
activityCodeThe code associated with a specific Activity Type
backgroundPostPass ‘true’ to post the activity automatically on the lead, pass ‘false’ for the user to post the activity manually on the lead
formIdId of the form displayed to the user on check-out
checkInTimeFieldSchema name of field where the check-in time will be stored
checkOutTimeFieldSchema name of the field where the check-out time will be stored
durationFieldSchema name of the field where the duration of the activity will be stored

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Was this Helpful?

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments