Cross-sell on a phone | JAI CRM documentation

Everything in Cross-sell works on a phone, in a browser or the JAI CRM Android app, laid out for the narrow screen rather than squeezed.

The rules and the waiting list

Each rule is a card: its switch, its name, its chain of steps wrapping onto several lines, the first task, and its figures for 30 days with Edit. The waiting list follows, one deal per block, with the day it opens and Open now and Don’t open underneath.

The Cross-sell rules page on a phone, showing the rule Tiles to Modular kitchen switched on with its chain of steps on four lines, its first task, Opened 1, Won 1, Won value 2,40,000 and Edit, and below it the rule Modular kitchen to Wardrobes. — Rules on a phone, one under another.

Writing a rule

The rule page is the same eight steps, each full width, with the one-line summary at the top. Two boxes side by side on a computer sit one above the other. Save rule is at the end of the page, not stuck to the screen.

The rule page on a phone for Tiles to Modular kitchen, with the one-line summary, step 1 When with pipeline Tiles, Reaches a stage and Tiles finalised, and the start of step 2 Wait. — The rule page on a phone: the summary, then the steps.

On a deal

The Cross-sell card is further down a deal’s page on a phone, after its notes and next actions, with Open now and Don’t open full size for a thumb. The Cross-sell from line sits under the deal’s title, as on a computer.

A deal on a phone showing the Cross-sell card: A Modular kitchen deal opens for this customer on Fri 16 Oct, with Call about the modular kitchen for whoever gets it, Rule: Tiles to Modular kitchen, with Open now and Don't open. — The Cross-sell card on a phone.

Converting a lead

The convert window fills the screen, with Deals to open under the deal name and Convert at the bottom.

The Convert to customer window on a phone with Deals to open: Tiles ticked, now as the converted deal for Rohan Mehta, and Modular kitchen unticked, later the rule Tiles to Modular kitchen opens it, with Cancel and Convert. — Deals to open on a phone.

The new owner’s Deal assigned to you notice reaches the app’s bell. Notices on a phone with the app closed depend on your phone’s settings for the JAI CRM app.

Light and dark

Every Cross-sell screen follows the light or dark appearance each person has chosen, on a phone as on a computer.

Open now from a phone

A sales head away from the desk can open a waiting deal from the waiting list or the deal’s card, and the new owner is told on their own phone the same minute. Switching a rule on or off works from the phone too, with the same message about deals already there.

Which app version

The Android app shows Cross-sell from version 1.3.145. An older version keeps working, without the new screens, until it is updated from Settings, App.

Converting on a phone

The Convert button says how many deals will open, as on a computer, so the count is in front of you before you press it. Each deal it opens appears in the Deals list straight away, and its new owner is told on their own phone.

Next in cross-sell What stops a deal opening → The waiting list →

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