- The most important thing to make the application work is to have the PipelineDeals CRM account. Having the existing account the first and foremost is to set up the application correctly. To do that a user has to open ‘Configuration’ and ‘Log in’. To connect to the CRM you just need to enter your PipelineDeals CRM login, password and URL.
- Having the application configured and connected to the CRM you have to mind that the necessary condition for the app to work is to be always turned on, so the service must be active.
- Even if you have not received any calls, you can already set up rules for call tracking. Open ‘Rules’ and press the “+” button in the right bottom corner, you will see a pop-up where you only need to enter the phone number and chose the rule for it.
- The application can record your conversations but you have to configure this option by going to Configuration and scrolling down to ‘How to save calls into the CRM’. You can turn on call recording function there and configure cloud and storage.
- find or create a Contact or Lead in your PipelineDeals account and save it to your phone contacts;
- see and listen to call recording;
- add voice and text note;
- add activities such as Call and Task (Adding a call or a task you will be able to name it, set the date, time and status; also you can set the reminder for a new call).