QrX App CRM: Deals, Push Alerts and Today
In the QrX app you can follow your deals, move them to another stage, and get a push alert when a task is due, a call is missed, a new lead is yours or a deal is assigned to you. The Today screen collects what needs your attention. Read "QrX App CRM: Find a Person or Company and Act on It" first: it explains how to connect your work account and which CRM role settings you need.
What You Need for Deals
The role setting View deals to see deals. To move a deal or add a note to it you need Edit deals.
A CRM plan with deals. Without it the segment Deals does not appear.
Find a Deal
Open CRM in your profile and choose Deals under the search field.
Search with the field "Search deals", or filter. The chips All pipelines and your pipelines choose the pipeline. The chips All open and the stage names choose the stage. Everyone and My deals choose whose deals you see.
Tap a deal to open it.
Empty states: No deals yet ("Deals appear here when they are created in the CRM.") and No deals found ("Try another stage, pipeline or search.").
The Deal Screen
A deal shows its pills: the chance to win ("60% chance"), the expected close date ("Closes date"), how long it sits in the stage ("Stuck for 12 days") and the owner. A lost deal shows "Lost: reason". The quick actions are Move stage and Note. Below are:
PEOPLE: the people linked to the deal. The main contact has the label Main contact. Tap a person to open them.
STAGE HISTORY: every stage change, for example "Qualified to Proposal".
ACTIVITY: the timeline of the deal.
Move a Deal to Another Stage
Open the deal and tap Move stage.
In the sheet Move to stage tap the new stage. The current stage is marked Current.
The app shows "Moved to stage".
For a lost stage the sheet asks Mark as lost first: choose the reason under Why was it lost?, optionally add a Note, and tap Mark as lost. QrX refuses a loss without a reason. Moving a deal needs a connection: a stage change is not saved on the phone for later. If a colleague changed the deal meanwhile, pull down to reload and try again.
Today
Tap the calendar icon at the top of the CRM to open Today. A badge on the icon counts the tasks that are overdue or due today. Today has up to three blocks:
TASKS: your open tasks that are overdue or due today, with the pills Overdue: 2 and Due today: 3. Tap the circle to complete a task, or tap the task to open its person or company. All my tasks opens the full list. With nothing due you see "No tasks are due today." or "You are all caught up."
DEALS TO FOLLOW UP: your deals that are stuck in their stage or that close within 7 days. The block needs View deals and a plan with deals. With none you see "None of your deals needs attention."
MISSED CALLS: calls nobody answered, marked Missed call, or Voicemail. A caller that hides the number shows Number withheld. Tap a call to open the person. The block needs the role setting View CRM calls. With none you see "No missed calls."
Push Alerts
The app can alert you with a push message. The alerts never name a person, a number or a task, so nothing private shows on the lock screen. The alert title is CRM and the text is one of:
"A task is due." when a task reminder fires.
"You missed a call."
"A new lead is yours." when a lead from a sales mailbox is assigned to you.
"A deal was assigned to you."
Tap the alert. A new lead opens the person and an assigned deal opens the deal. A task reminder or a missed call opens Today. If the alert belongs to another organization that is connected on this phone, the app switches to that organization first. The alert is shown in the language of the app. If a payment is open on the screen, the alert does not interrupt it.
Alerts need a connected work account, a role with View CRM and the notification permission of the app on your phone. If you no longer have access when you tap the alert, the CRM shows No CRM access.
Common Problems
I do not see the Deals segment. Your role has no View deals setting or your plan has no deals.
Move stage is greyed out. You need Edit deals.
I get no alerts. Check the notification permission of the app, that the work account is connected and that your app is up to date. Alerts are sent for your own tasks, calls, leads and deals.
The Today screen has no missed calls block. You need View CRM calls.
When to Contact Our Support Team
Contact QrX support when alerts stay away although the points above are fine. Tell us your organization and the time of the event you expected, never a password.