Empower your business with the best sales lead management system in Mexico

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even if you work from home and never leave your house pikedrive's mobile app may be just the breath of fresh air you need when doing your day-to-day tasks and that might sound kind of weird right because ever since covid who on earth is using mobile devices to go door-to-door to have face-to-face meetings or shake hands to close deals anymore it's all done from home right well as it turns out both tablets and pcs saw an increase in use by 13.6 percent in spite of seeing a decline in previous years now experts agree this is basically because people are working from home now more than ever now some companies go out of their way to make sure their employees have engaging work environments that keeps them healthier and happier but ever since 2020 a great majority of us were forced to create our own healthier happier environments and take it from me personally as somebody that works from home all the live long day it could be really challenging to keep both your body and mind in tip-top shape when you're just locked into one corner of your house so if you're using something like pi drives mobile app you can manage your daily tasks and even do your calls while taking notes simultaneously anywhere you like you don't have to feel confined to your desk anymore and you take your sales with you anywhere all right so the first obvious feature that comes to your attention is your schedule also known as the focus area amply named this area is where you can kind of cut through the bowl and concentrate on the actual sales activities you're obligated to do from here we can already add notes and get a good idea of how to prepare our day so there's another bonus right real time notifications from our team as well as notifications about upcoming activities so we never miss out on a follow-up now just so you know though by default none of these notifications are gonna happen unless you allow them to but we'll get more into that at the end right now i have this demonstration going in dark mode by the way but this also works in your regular old light mode now while we could just start the call from here oftentimes you need to prepare a little bit before you do a call right so just click on a connected item and so in this case we know that it's contact with an open deal related to this activity looks like a proposal has already been sent out so it may be time to prepare for some negotiation right now let's do a little trick here and pull up an iphone to actually initiate the call and then we'll use the ipad to simultaneously track notes now obviously you could just make the call from the ipad and still navigate to the pipedrive app and take notes there but then you'd have to go back and forth between the phone and pipedrive if you needed to mute your mic or play around with the keypad for the phone call or something like that but guess what if you also have an apple pencil you could actually hand write your notes and pipedrive will transcribe your written text to typeform but if you're like me and don't have a pencil check out audio notes and audio transcriptions this lets you record up to a one minute audio clip from your device that you can play back later or you can transcribe your voice directly to text if you're into that kind of thing pretty cool stuff now fast forward later it's time to mark this activity as done easy to do right here from our deal or even back here in the focus view of course pipedrive prompts you to schedule your next activity as it always does so that you're always on top of your initiatives this is just good practice if you hold down on any of your items you get some expanded capabilities you can reschedule this activity or delete it and if applicable you could initiate a call or email or even text right from here if you're in the habit of rescheduling quite a bit just slide your item to the right and give it a tap or you can do a long swipe now about those notifications if you want to check on your notification settings just head on over to the more area and you'll find your preferences with activity notifications you can choose how far in advance you want to get that notification but with real-time notifications such as ad mentions or comments or new notes or activities added to items that you own or follow those can all individually be turned on or off so make yourself happy it's worth noting that you can enable or disable call logging as well and there's actually more to this than it may seem this isn't actually recording your calls that's what the pipedrive caller does and you'd have to set that up on the desktop version but just so you know the pipedrive caller does let you make calls from your devices but going back to call login here this just automatically creates a completed activity slash note whenever you make an outgoing call to a contact listed in pipedrive it then automatically connects that activity with any open deal that contact has so if you want to just quickly call a contact and you don't have time to write down in pipedrive that you did it boom that's what call logging is for and those are our top tricks for the pipedrive mobile app everybody if you want to head on over to the app store today so you can transform your process and live a healthier work life just click the link until next time pipedrivers [Music]