Part 2: Mobile CRM — Companies & Contacts Management

Mobile CRM Overview

MRSweb provides immediate access to your entire agency customer directory. Whether you are walking a trade show floor or sitting in a parking lot before a meeting, you can look up customer accounts, locations, phone numbers, and past interactions.

Creating & Editing Companies

To create a new customer or prospect account on mobile:

1. Open the navigation drawer and select Companies.
2. Tap New Company (+ icon) in the top toolbar.
3. Enter the Company Name, Account Number, Type, Billing/Shipping addresses, and assigned Territory Sales Rep.
4. Tap Save. The record is instantly live in the cloud and synced to the desktop database.

Tap-to-Call, Tap-to-Email & GPS Maps

MRSweb incorporates mobile device hooks into contact records:

• Tap-to-Call: Tapping any phone number automatically opens your smartphone dialer.
• Tap-to-Email: Tapping an email address launches your default mobile email client with the contact pre-populated.
• Map Location: Tapping an address opens Apple Maps or Google Maps for turn-by-turn driving directions to the customer facility.