CRM
Introduction
The CRM module in the mobile app offers several actions and possibilities:
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View leads/prospects/customers/contacts records;
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View opportunities;
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View customer catalogs;
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Quickly retrieve contact information;
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Schedule events.
Leads/Prospects
Access: CRM → Leads
In the Leads menu, you can view existing leads, as well as their score, contact information, etc.
All/Assigned to me: display all leads or only those assigned to the user.
Search bar: when you are on a list containing leads, you can search for a lead in the search bar using the following information: name/company name/phone number (landline and mobile)/email/address.
Click on a lead to open it. On the lead's file:
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Access the phone's applications to launch the map/make a call/send an email.
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It is also possible to copy the content/modify it/or add information.
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Edit lead information: the pencil icon is located at the bottom right. Click on the pencil icon at the bottom right to edit the lead information.
Access: CRM → Leads
Leads: open the Leads menu. Here you will find a list of all leads. In the search bar, find a prospect by name, sequence, phone number (landline and mobile), email, and address.
Opportunities
Access: CRM → Opportunities
In the Opportunities menu, you can view existing opportunities, as well as see their score, contact information, etc.
All / Assigned to me: display opportunities, all opportunities, or only those assigned to the user.
Search bar: when you are on a list containing opportunities, you can search in the opportunity search bar using its sequence and name.
Edit opportunity information: on an opportunity record, edit the information by clicking on the pencil icon at the bottom right.
Customers
Access: CRM → Customers
In the Customer menu, you can view existing customers, as well as their contact information, etc.
All / Assigned to me: display customers, all customers, or only those assigned to the user.
Search bar: when you are on a list containing customers, you can search in the customer search bar using their sequence and name.
Edit customer information: on a customer's file, edit the information by clicking on the pencil icon at the bottom right.
On a customer's file, you will find the following information:
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Contact (contains: main address / phone number / mobile phone / email / website / social networks).
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Addresses.
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General information.
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Employees.
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Events.
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Opportunities.
Contacts
Access: CRM → Contacts
In the Contacts menu, you can view existing contacts.
All / Assigned to me: display contacts, all contacts, or only those assigned to the user.
Search bar: when you are on a list containing contacts, you can search in the contact search bar using their sequence and name, phone number, email, and address.
Edit contact information: on a contact's file, edit the information by clicking on the pencil icon at the bottom right.
Catalogs
Access: CRM → Catalogs
In the mobile app, access the catalogs. By opening the “Catalogues” menu, you can search for a catalogue in the search bar and view the catalogue PDF.
Events
Access: CRM → Events
In the mobile app, access events. By opening the “Events” menu, you can search for an event in the search bar.
Events are displayed in calendar view: they will be displayed according to their scheduled date.
On an event's page:
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View the associated tags (for example, “Scheduled” status + event type, “Meeting”).
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Start/End of the event.
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Location of the event.
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Who is assigned to this event.
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The associated contact.
Create a new event by clicking on the + icon at the top right of the page.