When your workspace has the CRM installed, the Customer Pro mobile app gains the pipeline, your tasks and each customer's history. It follows the same rules as the web: if the CRM is not installed, or you hid it for yourself, the app shows none of it.
What the app shows #
| Field | What it does |
|---|---|
| Pipeline | The board for each pipeline. Tap a deal to see its details, and move it to another stage from there. You can also open a new deal and change its value, owner and expected close date. |
| Tasks | Your Today, Overdue and Upcoming tasks. Tick one off, or add a task to the contact you are looking at. |
| Customer history | On a contact, the same history as the web contact page: conversations, calls, bookings, deal moves and tasks, newest first. |
| Companies | Look up a company and its contacts and deals. |
| Reminders | Task reminders arrive as push notifications. |
Where to go next #
Pipeline & deals
A board of deals by stage: drag to move, mark won or lost, and see how the Stage column follows each contact's deal.
Tasks & reminders
Follow-ups with a due date and an owner, reminders that reach you on time, and a calendar of tasks and meetings.
Installing apps
Switch the CRM and Notes on for your workspace, or hide them from your own menu.