Create request

You can register new requests directly from Mobile CRM.

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Create from the Requests screen

1. Go to the main Requests screen.
2. Tap + and select New request.
3. Enter a descriptive title.
4. Tap Add customers, select one or more persons, then tap OK.
5. Choose the owner:
   • Unassigned
   • Automatically assigned
   • A specific person
6. Select a category. Optionally, add tags.
7. Add other details as needed:
   • Link to a sale or project
   • Add internal notes
   • Set priority
8. Add a message (mandatory). You can also add images, insert a request reply template, and link to a FAQ from the Task menu.
9. Tap Save.

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Create from a contact

To create a request linked to a specific contact:

1. Open the person’s contact card.
2. Tap + and select New request. The contact is added automatically.
3. Fill in the remaining fields as described above.
4. Tap Save.