Your whole contact database (Leads, Accounts, and Contacts) can be found in the mobile app with all the same information you have stored in the desktop version of Raynet. In this article, we will explain how to manage your Leads in the app:
Lead list view
The Lead list view can be accessed from anywhere in the mobile app by tapping the menu (the three lines icon in the top left corner) » Leads.
The Lead list view will open and will be sorted alphabetically. To search up a specific Lead, use the full-text search or tap the My records button to view only those Leads in which you are listed as the Owner. You can find the Filter in the top right corner (three lines/funnel icon). Use the filter to view only those Leads that meet the criteria you set.
Directly from the Lead list view in the mobile app, you can contact a Lead in the following ways:
- Send SMS
- Send Email
To make a call, simply find the Lead in the list and tap the phone icon » Call. Tap the three dots to see all three contacting options. These options will only be available for Leads where this contact information is filled in.
On the bottom right, you will find a blue plus button which lets you create a new Lead. Also located at the bottom are icons that let you easily move on to the Dashboard, Calendar, Full-text Search, or Notifications.
Lead detailed card
Tapping a Lead in the list view will take you to the detail, where you can move between tabs just like you are used to from the desktop version.
On the Basic Information tab, you can use the pencil icon to edit the data in each panel. From the Contact Details panel, you can Send an Email, an SMS, or make a Call. If there is an address listed for the Lead, tap the navigation icon on the map to access your map app. From here, you can easily plan your route. Use the pencil icon at the very bottom to add Tags. If you have not added any tags previously, you will see a + Add tag button instead.
The other tabs, Note, History, Attachments and Discussion, work just like the tabs in the desktop version of Raynet. In all tabs, you can add data using the blue plus button in the bottom right corner.
Tapping the three dots icon in the top right corner will take you to a menu where you can Add an Activity to the Lead (e.g., a Phone Call or a Meeting), set up Security, or Delete the Lead.
Tip: To quickly create a Lead, you can use the Scan Business Card feature or the Quick Note feature.