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How do I Call a Lead in Mobile CRM App?
Updated on November 9, 2016 09:40PM by Admin
Follow the instructions below on how to call a lead from the mobile app.
Steps to Create New Customer
- Log in to mobile CRM.
- Click on “CRM”, it drops down a set of CRM apps such as Leads, Contacts, Customers and Opportunities.
- Choose “Lead” from the list.
- You can view Lead App page.
- Create a new lead or select an existing lead to make a call.
- Click on “Log Call” button.
Similarly, you can make a call from other CRM apps.
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