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Add comments or messages in leads/deals

Hi,

Does anyone know if there is a functionality to add messages/comments to leads or deals fr om the mobile app.

Is there any way around this. I have been looking for wh ere to add messages or comments to a Lead/Deal in the mobile app but can't find it. What is the way around this because we constantly have to note every client interaction and most of our employees work on their cell phones in the field, away from the office.

Please help with any suggestions.

Thanks

Missing CRM Functionality in Iphone and Android Apps
Hi Yana,

Has this functionality been added or is there any way around it. I have been looking for where to add messages or comments to a Lead/Deal in the mobile app but can't find it. What is the way around this because we constantly have to note every client interaction and most of our employees work on their cell phones in the field.

Thanks
Please advise how I can set up clients and customers in CRM, Suggest how separate accounts in crm
Hi Charles,

Thank you so much. That fully answers my question and I think now it will work well for us.
Companies we already are working with will be in contacts and companies.
Then the new companies we are approaching will go into leads, once they show interest, they will be converted to deals, contacts, companies.
We can then start with deal negotiations and in the end, close as won or lost.
Since we initially converted them to company, there is still future opportunities of starting the deal again..

And I guess customers will be in contacts as well. I see contacts has a TYPE field so we will add fields to differentiate between customers and individuals contacts for companies.

Thanks a bunch.
Please advise how I can set up clients and customers in CRM, Suggest how separate accounts in crm
Hi Charles,

Thanks a lot for the great information and insight into Bitrix.. I have been using it with the few hotels so that I can test the system.
I import the hotel information into leads...
But I kind of get stuck because once we work the lead and the hotel signs up, we close the lead as Deal + Company. But then when we close it like that, we still have to go into Deals and bypass all the stages to close the deal as either won or lost.
So I guess I am kind of confused. Should the hotels be imported into leads or into deals? At the end of it, do we still close it out as Company?

I have not started adding our customer information yet. So was wondering if we can import customer information as CONTACTS. There is no deals with our customers. We just need a track record of all our interactions with them in notes so i am wondering if the customers can remain as contacts forever...

Yes, we have a two line business. We are the middle person. So we are really hoping Bitrix can help us separate the two in the CRM system.

Your further help or suggestion will be greatly appreciated. Thanks a lot for taking the time to help.
Please advise how I can set up clients and customers in CRM, Suggest how separate accounts in crm
Can anyone please suggest... please
Please advise how I can set up clients and customers in CRM, Suggest how separate accounts in crm
Hi,

Would anyone please advise or suggest how I can set up my crm. My company is an online travel company. We deal with companies who sell their hotel rooms on our platform. We also deal with customers who book the rooms from our platform.
I need help on how we can use the CRM.
We are constantly looking for more hotels to sign up so when we get a hotel contact information, we follow up with it until we finally sign them to our platform. Some might refuse but most agree so the outcome is either won or lost.

Then we have customers who usually call, email or chat with us. We like documenting every customer interaction. We get a lot of repeat customers so it helps to always pull the customers interaction history with us. There is no wining or loosing of accounts. its just for interaction purposes.

My question is, would anyone in here have a suggestion of how best we can use the CRM system. We connect customers to suppliers so we need both customer and supplier account information in the CRM. What is the best way to separate the two in CRM.

Should they be leads, deals, companies.... please help. Your suggestion is highly appreciated.
Department Email Queue and Help Desk, I need to know how to queue department emails to agents
Thank you very much for your response. I am talking to some of the Bitrix partners and it looks like my requests can be customized. Thank you very much.
Department Email Queue and Help Desk, I need to know how to queue department emails to agents
Hi
I am new with using Bitrix. I am trying to figure out if this is something my company can use and so far so good. I am impressed. I signed up for the free version and I am looking to upgrade to the professional version but there are two things that my company really needs and cannot work without. So before I upgrade, I would like to know if you have the following.

1. I appreciate that I can integrate my company domain to bitrix24 and have individual emails for each employee. My company also has department emails such as [URL=mailto:sales@mycompany.com]sales@mycompany.com[/URL]. It is really important for us to receive department emails and have them queued to agents that are available in the specific department. I like the open channels option but that is only for digital communications. Is there a way to achieve this in bitrix24. Is there an app that we can get that queues department emails to the agents. Please advise on a possible solution for this issue as I have not seen it in bitrix24.

2. My company needs a customer resolution desk/IT help desk. I know you have that in the self hosted version but is there a way to achieve this in the cloud version. Again, is there an app that might be able to have a help desk solution to the bitrix24 cloud version.

Thanks for helping
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