Converting Leads on the App

Converting Leads on the App

Hi,

I dont think I can but correct me if I am wrong?? 

But I cant convert a new lead into a new account, contact and/or potential from the app itself. I have to log on via PC??

It would be awesome to be able to convert while on the run so I can create an email list for that afternoon etc. 

Think you guys are doing a great job. Think you'll find this will only make your customers love you more. Thats if you havent already addressed it:)

Thanks

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      • Tip #3: Use Check-in to geo-tag your client visits instantly

        Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there.  Tip #3: Use Check-in to geo-tag your client visits instantly  Done with your client visit? Yay!  But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update