Gain greater visibility into customer visits with the new Sales Person Activity Map.

A new Site Visits Map has been added to Settings > Users > [User], allowing managers and users to visualise where site visits have taken place over any selected date range.

What's New?

• Interactive Site Visits Map for every user.
• Displays either the GPS location of each site visit or the Site Postcode, depending on the filter selected.
• Defaults to today's activity, with the ability to select any custom date range.
• Easily switch between GPS and Site Postcode views using the filter at the top of the map.

Important

To record GPS locations, users must grant location permissions to their web browser when completing a site visit. If location permissions are not enabled, the GPS location will not be available, although the visit can still be viewed using the Site Postcode filter.

Why It Matters

This feature is not designed for real-time tracking. Instead, it provides a simple way to review completed customer visits, helping sales teams and managers to:

• Understand journey patterns and customer coverage.
• Identify opportunities to improve travel efficiency.
• Maximise face-to-face customer visits.
• Better plan future sales routes and account management activities.