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Adding a New Lead (Mobile App)
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Welcome to another video of Pipeliner CRM!
The Pipeliner CRM Mobile Application can take you directly to the navigator; just by clicking on the lines in the upper left-hand side that will bring to the general menu.
If you want to create a new lead, you need to click on the leads menu. In the lower right corner, you will see a plus sign and you can easily create a new lead. Then fill in all the fields like the name of your lead, add the account record which is the name of the company to your lead, add the contact record that includes the name of the person that you are talking to. If there are names of the accounts and the contacts are already in the system, you will just have to start typing in the first few letters of that person’s name or the name of the account and select it.
When you are done, click on save. Watch the entire video to get a better idea of the whole procedure.
About Pipeliner CRM:
Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals.
Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos.
Till then, watch the other helpful videos on the channel and a few of the videos are linked below:
01. Creating a new Activity from Mobile App | Add Tasks & Appointments!
02. Process of Installing the Pipeliner CRM Mobile Application
03. Learn Various Features of Pipeliner CRM Mobile Sales Application
----------
Thank you for watching this video – Please Share it. Leave your comments below….
----------------
🎯 Don't Forget to SUBSCRIBE to Our Channel!
--------------------------------
Where to follow and find more Sales:
#crm
#Pipelinercrm
#crmsoftware
The Pipeliner CRM Mobile Application can take you directly to the navigator; just by clicking on the lines in the upper left-hand side that will bring to the general menu.
If you want to create a new lead, you need to click on the leads menu. In the lower right corner, you will see a plus sign and you can easily create a new lead. Then fill in all the fields like the name of your lead, add the account record which is the name of the company to your lead, add the contact record that includes the name of the person that you are talking to. If there are names of the accounts and the contacts are already in the system, you will just have to start typing in the first few letters of that person’s name or the name of the account and select it.
When you are done, click on save. Watch the entire video to get a better idea of the whole procedure.
About Pipeliner CRM:
Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals.
Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos.
Till then, watch the other helpful videos on the channel and a few of the videos are linked below:
01. Creating a new Activity from Mobile App | Add Tasks & Appointments!
02. Process of Installing the Pipeliner CRM Mobile Application
03. Learn Various Features of Pipeliner CRM Mobile Sales Application
----------
Thank you for watching this video – Please Share it. Leave your comments below….
----------------
🎯 Don't Forget to SUBSCRIBE to Our Channel!
--------------------------------
Where to follow and find more Sales:
#crm
#Pipelinercrm
#crmsoftware
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