Mobile updates
Record the result and next step together from a phone.
Sign in with your own approved account. Open Mobile updates through the sidebar or Master setup. Some actions require administrator/manager permission. Screens use anonymized test data; sample totals are not your company results.
What to do
- Enter a customer name or company and choose Find customer.
- Select the matching customer. Device call/email/WhatsApp actions do not log work automatically.
- Record the activity outcome, stage and next follow-up; choose Save update and next step.
Check the result
The customer record shows the saved activity and intended next action.
Screen markers
- 1. Find customer
- 2. Find customer
- 3. Mark read
On narrow screens, scroll to reach the remaining form fields and actions. Close help to return to your unfinished form.
Why and how this activity works
Open Daily workspace > Mobile updates. Search a customer and select their card. Call, email and WhatsApp buttons open your device apps; these do not automatically record communication. Choose an activity, write the outcome, select the stage and next follow-up, then Save update and next step. Existing follow-up is prefilled. Lost requires a reason. Won and Lost complete the follow-up. Repeating the same request does not create a second activity. Refresh if someone else changed the lead.
हिन्दी में समझें
Mobile updates में ग्राहक खोजें और चुनें। कॉल, ईमेल और WhatsApp बटन आपके फोन का ऐप खोलते हैं। बात अपने आप रिकॉर्ड नहीं होती। नतीजा, बिक्री का चरण और अगली तारीख भरकर Save करें। Lost पर कारण जरूरी है। Won या Lost होने पर follow-up पूरा होता है। पुराने डेटा पर बदलाव होने पर पहले Refresh करें।
If something is missing or fails
Check role access, selected record and filters. Read validation errors before retrying. For a conflicting edit, refresh and review the current record. A saved setting does not prove a provider connection is active.
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