While the majority of CRM actions should be taken on the web version of Playground, you can also view and perform certain functions directly from your mobile device.
🚨 Mobile CRM is in beta, meaning it is still being developed.
Navigate to Your CRM Dashboard
From your mobile app, tap the menu icon in the top left-hand corner of your screen.
Scroll down the menu and tap Switch to CRM.
💡 From your CRM dashboard, you will be able to navigate between days to view bookings and tasks, view leads, communicate with them, and more! The sections below will cover each specific action you can take.
View Bookings and Tasks
From your mobile app, tap the menu icon in the top left-hand corner of your screen.
Scroll down the menu and tap Switch to CRM.
Navigate to a specific day to view Bookings and Tasks for that selected day. Small dots below each day indicate that there is activity on that day.
After navigating to a specific day, you will see how many bookings and tasks are scheduled for that day.
Tap a Task to view the lead the task is linked to.
Tap a Booking to view more details about the booking, such as the Status, Date, Time, Duration, Lead name, and Location. You can also tap View lead to view the lead.
Manage Leads
Leads can be viewed and added from the mobile version of Playground.
View Leads
From your mobile app, tap the menu icon in the top left-hand corner of your screen.
Scroll down the menu and tap Switch to CRM.
Tap the Leads tab.
Your most recent leads will show by default. If you have any additional Lead views, you can select those as well.
Tap Group by stage to separate leads into the stages they are in. Tap Flat list to revert the view back to a list.
Tap on a lead to view their profile.
Their Overview tab will show basic information such as when the profile was Created, how the lead was created, Last activity, Name, Phone, Email, Student(s), etc.
Their Activity tab will show all activity on the account, such as Stage changes, Meeting Bookings, Communication, etc. Each action also has a timestamp.
Their Tasks tab will show all tasks, if any, that need to be completed for the lead. Click here to learn more about managing tasks on mobile CRM.
Communicate with Leads
From your mobile app, tap the menu icon in the top left-hand corner of your screen.
Scroll down the menu and tap Switch to CRM.
Tap the Leads tab.
Small icons are listed on each lead card, and each can be used to take a different action.
Tap the Phone icon to call the lead. This will instantly call the lead.
Tap the Chat icon to send the lead an SMS message.
Tap the Envelope icon to send the lead an email. This will open up a separate email screen. Follow the steps below to send an email within the Playground app.
You can also perform these actions from the lead's profile. Tap a lead you want to communicate with.
Tap Call to call the lead. You can also tap the three dots and select Log call.
Tap Text to send the lead an SMS message.
Tap Email to send the lead an email.
Tap the From dropdown to change which address the email is sent from. You can also enter additional recipients.
Tap Note to add an internal note to the lead's profile. These notes will not be visible to the lead. You can also record a note by tapping the three dots and selecting Log note.
Change a Lead's Stage
From your mobile app, tap the menu icon in the top left-hand corner of your screen.
Scroll down the menu and tap Switch to CRM.
Tap the Leads tab.
Search for a lead and tap their name to open their profile.
Tap the three dots in the top right-hand corner of their profile and select Change stage.
Select a new stage to change the lead's stage.
Manage Tasks
Tasks can be created and marked as complete on mobile. The instructions below show you how to do so.
Create a New Task
💡 Tasks can only be created from a lead's profile on the mobile app.
From your mobile app, tap the menu icon in the top left-hand corner of your screen.
Scroll down the menu and tap Switch to CRM.
Tap the Leads tab at the bottom of your screen.
Search for the lead you want to create a task for, and tap their name to open their profile.
From their lead profile, tap the three dots in the top right-hand corner.
Tap Add task.
You can also tap their Tasks tab, and select Add task from there.
Enter a Title for the task.
Select a task Type: To-do, Call, Email, or Text.
Select a Priority: None, Low, Medium, or High.
Pick an Assignee or leave it as it is to keep it assigned to yourself.
Enter a Due date.
Optionally enter a Description.
Click Create task once you have filled out all the necessary info.
You will be able to view the task under the lead's Task tab.
Mark a Task as Complete
From your mobile app, tap the menu icon in the top left-hand corner of your screen.
Scroll down the menu and tap Switch to CRM.
Select a day to view tasks that are due.
Tap the circle next to a task to mark it as complete. Once complete, you will see a checkmark, and the task title will be crossed out.
You can also mark tasks as complete by tapping the task to open the lead's profile.
From the lead's profile, select their Tasks tab and click the circle next to the task to mark it as complete.
