Accessing CRM information in the mobile application

In order to use RingByName™ CRM, you must be logged into the mobile application. If you are not already logged in, you may do so by launching the mobile application on your mobile device or tablet. If you have not installed the RingByName application on your device, you may click here for more information.   

Once logged in, authorized users may access CRM information in any of the following ways:

Creating and Viewing Sales Opportunities in the Mobile Application

Begin by clicking on the CRM icon located on the main navigation bar at the bottom of the screen. A listing of all your open sales opportunities will appear.
If you click on any entry, the details will be displayed and can be edited.


Searching for opportunities

You may search for an opportunity by the name of the opportunity in the search bar and tapping on the search button.
If you click on any entry, the details will be displayed and can be edited.


Sorting by Opportunity Status

You may sort your opportunities by their status (Attempted, Contacted, Qualified, etc) by tapping on the drop-down on the CRM bar, then clicking search.
If you click on any entry, the details will be displayed and can be edited.

 

Creating & Viewing Sales Opportunities from a Contact Card

  1. Locate and open the contact card of the customer
  2. Scroll down and tap on the CRM history icon located below the contact card details.



  3. Click on the desired opportunity entry to view or edit.



  4. To create a new opportunity tap on the new CRM icon located in the navigation area at the top of the contact.


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