the functionality of the amocrm mobile . Mobile application mobile application allows adding new deals in different ways. The easiest and fastest is through the main menu “deals” – “new deal”. Tthen, in the japan email list main tab, the user . Mobile application mobile can fill in the following information.
Specify the Mobile application mobile name of the transaction
select the responsible overview of the capabilities of the service “my warehouse executor – by default, the user from whose account the transaction was added is assigned as responsible.
Write down a budget.
Select the stage: “initial contact”, “negotiations”, “decision making”, etc.
If necessary, attach files, add a note or comment
specify the task.
To add a transaction to the system, do not forget to click the “save” button.
Working with tasks
in the amocrm application, you can create tasks to remind managers about the need to perform a certain action with transactions. Companies or contacts. to do this, just go to the entity card, set the task in the activity field. Specify the date, time and responsible executor for it.
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after creating a task in the mobile version of the system, you can track its status, edit the main parameters, attach files or add comments.
Working with contacts and companies
to create a new contact, you botswana business directory need to go to the “lists” section and click on the “add contact” button, and then fill in the suggested fields in sequence: last name, first name, position, etc.
The contact card can be supplemented with specialized fields. For example if the organization has several areas of activity you can indicate the one that is of interest to the client.