Visits and location
The visit list, detail page, map and the team's day; arriving with "I'm here", the exit location on save, distance to the company, visit duration — modes, privacy, company location.
The Visits page shows every activity day by day, and each visit has its own detail page. When an admin turns on visit location, the salesperson taps I'm here on arrival and the exit location is added when the visit is saved — the distance to the company and the visit duration are recorded automatically.
Location is taken at two moments only: when I'm here is tapped and when the visit is saved. There is no all-day tracking, background location or route recording.
Visits page
Visits in the left menu (on mobile Menu › Visits). Three tabs:
| Tab | What it shows |
|---|---|
| List | Visits day by day: time (and duration), company, type · topic · person · salesperson, note → result, next step, location badge |
| Map | The period's visits on a map — the colour shows the location status; click a row in the side list to open it on the map |
| Team's day | Admins only — each salesperson's stops for the day, a mini map, first–last time, time on site, distance travelled |
Filters: Mine / Team, period (today, this week, this month, last 30 / 90 days, all), type, salesperson, search (company, note, result), Awaiting action, No location (on-site visits saved without a location) and Away from company. The summary at the top shows the number of visits, the face-to-face share, and the share of on-site visits with a location and at the company. Excel downloads the filtered visits with location columns.
Visit detail
Opens when you click a row: the note and result, opportunity / product / line, the next step (opens the action card), the Location card and the company's previous visits. Edit and Delete are here; Record ID links land on this page too.
Visit location
Settings → Visits and location (admins):
| Mode | Behaviour |
|---|---|
| Off | No location is taken; I'm here is hidden |
| Optional (default) | Salespeople can tap I'm here; a location is added on save if permission is granted; saving without one is fine |
| Required for face-to-face visits | An on-site visit can't be saved without a location — if none can be taken, the salesperson picks a reason |
At-company radius (100 m – 2 km, default 300 m): if the arrival point is within this distance of the company's location the visit counts as At the company, otherwise Away from the company. Choose 500 m – 1 km for large plant sites.
Location is only handled for Face to face and Trial visits saved with today's date. Phone and online meetings and back-dated entries don't take a location.
I'm here
- 1
When you arrive
On the web, I'm here on the Visits page or on the company card; on mobile on the company card, on Today or in Visits. The browser / phone asks for location permission.
- 2
Pick the company
Opened from a company card, it's that company. Otherwise nearby companies (with a known location, by distance — those within the radius say here) and the ones you visited recently are listed; you can also search.
- 3
Result
You're at the company (40 m), You're 1.2 km away from the company or Company location saved. A green strip stays at the top of the pages: Save the visit opens Quick Entry with the company selected, Cancel check-in removes it.
An open check-in expires after 12 hours. Tapping I'm here at another company marks the previous one as left.
Exit and duration
When the visit is saved from Quick Entry or the visit form on the company card, the current location becomes the exit. A location card shows on the form (Arrived 10:42 · At the company — the exit location is added on save). With an open check-in the arrival time comes from it and the duration = save time − arrival. Without I'm here the location on save is both arrival and exit, and the duration stays empty.
If no location can be taken in required mode
The salesperson picks a reason: Location permission not given · Location unavailable (indoors / no GPS) · The meeting wasn't at the company · Other. The visit is saved as No location with the reason; admins see these with the No location filter. Visits logged through the Claude connector aren't blocked; they're saved without a location, noted entered via Claude.
Location statuses
| Status | Meaning |
|---|---|
| At the company | Arrival within the radius of the company's location |
| Away from the company | Outside the radius — the distance is shown |
| Company location saved | The company's location was unknown; this visit's location became it |
| Location uncertain | Accuracy worse than 1.5 km, or the company's location is unknown |
| No location | No location left (the reason is shown) |
Company location
A company's location comes from:
- The first visit with a location — at a company with no known location, the first arrival with better than ±250 m accuracy becomes its location.
- Company card → ⋯ → Company location (admins or the company's owner) — click on the map, drag the marker or Use my current location. On mobile, the Company location row on the company card.
If a visit shows Away from the company because the company's location is wrong, use Save the company location from this visit on the visit detail.
Privacy
- Coordinates, distance, arrival / exit times and duration are visible only to the person who logged the visit and admins. Teammates see the visit but not its location; on the map it's shown at the company's location.
- Location is taken only at I'm here and on save, with the device's while using the app permission.
- The mobile app doesn't ask for background location.
API
Visits, Visit, Open check-in, I'm here, Cancel check-in, Nearby companies, Team's day, Company location. Log an activity and Quick Entry 2.0 accept geo_lat, geo_lng, geo_acc or geo_note; in required mode a visit without a location returns 400 geo_required. /me → caps.visits2, caps.geo, geo66.