Channel partners on a phone

Everything works the same on a phone and in the JAI CRM Android app. It is laid out for one hand.

The list

Each partner shows their name and firm, with a green call button. Search, filters and the board are at the top; the blue + adds a partner.

The Channel partners list on a phone: five partners, each with their firm underneath and a green call button on the right. — Call a partner straight from the list.

A partner's page

The figures stack in two columns, and the period buttons wrap onto a second line. Swipe the tabs sideways to reach Leads, Deals and Invoices.

Ar. Neha Kapoor on a phone, on the What they brought in tab: the period buttons, Referred 4, Became customers 1, Deals 1, Won 0, and Quoted, Won value, Invoiced, Collected and Collected before GST. — What they brought in, on a phone.

Changing who a record is credited to

Press Change beside Referred by. The window opens from the bottom of the screen, with the partner box, Why, and Change it within reach of your thumb.

The Change who it is credited to window opened from the bottom of a phone screen over the customer Sharma Residence, with Referred by Ar. Neha Kapoor, an empty Why box, and Cancel and Change it. — The same window, from the bottom of the screen.

Recording a referral on a phone

Add the lead from the + at the top, scroll to the end of the form and choose the partner in Referred by. The question about two partners opens over the form in the same way, with Go back and Give it to within reach.

Reports open on a phone too, with the totals first and the table scrolling sideways inside its card, so the page itself does not.

Adding a partner

Press the blue + on the list. The form opens across the whole screen, with the same boxes as on a computer and Save at the bottom.

In the Android app

The Android app shows the same screens as the browser on a phone. Once the module is switched on, Channel Partners appears in the app’s menu after the app has updated to the latest version.

Two partners, one customer, on a phone

The question opens from the bottom of the screen over the lead form, with Go back and Give it to side by side. Going back leaves the form exactly as you filled it in, so you only need to change Referred by and save again.

Next in channel partners Channel partners: what they are and how it works → What a referral is credited with →

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