What are Custom Check-ins

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  5. What are Custom Check-ins
  1. Home
  2. Knowledge Base
  3. Features
  4. Check-ins
  5. What are Custom Check-ins

Badger’s check-in feature is a great way to keep track of customer interactions right after they happen. Compared to Badger’s notes feature, check-ins allow you to keep track of your interactions with date- and time-stamped notes.

The standard check in form (available on all subscription plan levels) has two fields:

  1. Log Type field with a drop down form to select one option out of the following meeting types: Meeting, Phone, Email and Letter.
  2. Multi-line text box for recording any meeting notes.

standard-check-in-form

While the standard check-in form captures enough information for many Badger users, some times find that customizations to the check-in form have greatly improved their sales processes. Custom check-ins let sales reps organize their meeting notes in a standardized way and allows them to collect better and more data from the field.

What kind of customizations are available?

You can customization the check-in form to including the following field types: Log Type forms/Drop Down menus, One-line text boxes, and Multi-line text boxes.

Log Type forms/Drop Down menus: This form allows a user to choose one option out of a pre-set list. This is commonly used for noting down meeting types, account statuses, if you talked to the decision maker, and territories.

log-type-form-drop-down-menu

One-line text box: This is a text box that only holds one line of text. This is meant for shorter text notes like the decision maker’s name, number of employees, or number of products at a site.

one-line-text-box

Multi-line text box: This is for long form notes and the sizing of the box can be adjusted. This is meant for notes like how the meeting went and planning for next steps.

multi-line-text-box

Fields can also be marked as required so that users cannot save a check-in until all required fields are filled.

Customizations are available so that you and your team are able to collect the details you want form the field in a way to stay organized and efficient.

Click here to schedule a discovery call to see how custom check-ins can work in your organization.

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