Mobile Edition
Search Records
Using the Search feature, you can locate specific information or specific records without having to go through the entire list of records. To search records Go to any module. Enter the text in the box to search. Tap Search.
Send Email
Send emails to the contacts in your CRM account by just tapping on the email address provided for the record. Go to a module and select a contact to whom you want to send an email. In the [Record] Details screen, tap on the email address.
Log Calls
You can make calls to the CRM records from you mobile phones and log them after the call is complete. Go to a module and select a contact for whom you want to make a call. In the [Record] Details screen, tap on the phone to call. When the call is ...
Update related Lists
After creating a record, you may need to associate tasks or events with it. You can associate the following to the records: For Leads, Potentials and Cases - Tasks, Events and Notes For Contacts - Potentials, Tasks, Events and Notes For Accounts - ...
Convert Leads
A qualified lead can be converted to an account, contact and potential easily from your mobile phone. To convert leads Go to the Leads module and select a lead that you want to convert. In the Lead Details screen, tap Actions > Convert. In ...
Create Records
You can create records in the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls, Cases, Products, Vendors, Quotes modules. To create records Go to the module. Tap Add icon. Specify the details and tap Save. Delete Records Occasionally, you ...
Web App for iPhone and Android
CRM web application enables you to access and work with your Online CRM data with your mobile device. Users, with this mobile web application can currently access and manage Leads, Accounts, Contacts, Potentials,Tasks, Events, Calls and Cases present ...