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monday sales CRM on mobile

 

Who can use this feature:
monday sales CRM product subscribers
Available on all monday sales CRM plans

 

We have something exciting to share-- monday sales CRM is now accessible on mobile! If you have purchased and installed the monday sales CRM product on your account and you use iOS or Android, you can start working with it today. 🏃🏽‍♀️

 

Requirements

In order to access the monday sales CRM features on mobile, you must meet the following requirements:

  • You must currently use the monday sales CRM trial or have purchased and installed the monday sales CRM product on your account
  • You must have subscribed to monday sales CRM on or after May 20, 2022
  • You must have an iOS or Android mobile device with the following versions (or newer) -- Android (4.92), iOS (4.60)

 

The mobile experience

Currently, the mobile experience is an extension of the monday sales CRM product on the web. It is not meant to replace the web experience, but rather to enhance the web experience by making the most important aspects of your CRM available on the go!

The mobile experience gives you access to the entries made on the four core boards of your monday sales CRM-- the Leads, Deals, Account, and Contacts boards. You can use these entries to email, call, and review past communications with your contacts right from your mobile device.

 

Open monday sales CRM

To access monday sales CRM on mobile, you will need to open up the monday.com app on your mobile device. On your home screen, you'll see the product icon at the top of your list of boards.

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Tap on the "monday sales CRM" button to access your Contacts first. You can navigate between tabs on the menu bar along the bottom of the mobile app to access your Accounts, Leads, and Deals.

 

Contacts

When you navigate to the Contacts tab of the app, you'll see a list including every person entered into the Contacts board on the web. Your contacts will be listed in alphabetical order. The icons to the right of each name indicate whether or not you have a phone number or an email address for that contact.

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If you tap on a contact, you will open that individual contact card. There you will see all of the emails and activities entered for that contact in the Emails & Activities app on the web.

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From here, if you've entered a phone number or email address on the web, you can either call or send an email to the contact. To call the contact, tap on the "Call" button. Click on the phone number to call from your mobile device.

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The call will not be recorded or added to the contact automatically. In order to make a record of the call, you will need to add an activity in Emails & Activities from the web version of the product.

To send an email, click on the "Mail" button. Choose which email client you'd like to use to send the email. If you choose the email that you use with Emails & Activities on the web, any emails you send will be recorded on the contact's Emails & Activities timeline on both mobile and the web.

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Accounts

When you navigate to the Accounts tab of the app, you'll see a list including every account entered into the Accounts board on the web. Your accounts will be listed in alphabetical order.

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Clicking on the account name will open the Account's card. Here you'll see all of the communication and activities recorded for that account in the Emails & Activities app on the web.

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This is an excellent way to review your account's progress on the go!

 

Leads

When you navigate to the Leads tab of the app, you'll see a list including every lead entered into the Leads board on the web. Your leads will be listed in chronological order, organized by month.

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Clicking on a lead will open the lead's item card. Here you'll see every email and activity recorded in the Emails & Activities app for this lead in the web version. From here, you can also call or send an email to a lead using the lead's email and phone number if listed.

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Deals

When you navigate to the Deals tab of the app, you'll see a list of every deal you've entered into the CRM on the web. Your deals will be categorized according to the deal's stage-- either Lead, Negotiation, Proposal, or Won.

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Clicking on the deal name will open the deal's item card. Here you'll see every email and activity that has been entered into the Emails & Activities app on the web for this deal.

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That's all for now! We're always working to make your experience with monday sales CRM better. Keep your eyes peeled for new developments with the mobile experience. 😄

 

 

If you have any questions, please reach out to our team using our contact form. We're available 24/7 and happy to help!

 

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