Enabling one-click access to Impel CRM data from anywhere! 

Impel Mobile provides the following features: 

• Lead Management

Leads can be created by you on the mobile or on the Impel CRM server. Leads can also be assigned to you on the Impel Server and pushed to your mobile device

• Create and upload new leads
• Assign leads to a user
• View a list of leads (using lead view filters)
• View lead details
• Edit and Delete leads
• Account Management

Accounts can be created by you on the mobile or on the Impel CRM Server. Accounts can also be created on Impel CRM server and pushed to your device

• Create and upload new accounts
• View accounts (using account view filters)
• View Account details
• Edit Accounts
• Take pictures with phone and attach to account records
• Record audio using the phone and attach to account records
• Search for Accounts on Impel server
• View activities related to Accounts
• View Opportunities related to Accounts
• Add new Activities for Account
• Edit and Delete an Account
• View Notes and attachments for Account
• Contact Management

Contacts can be created by on the mobile device or on the Impel CRM server. Contacts can also be created on the Impel Server and be pushed to your mobile device

• Create and upload new Contacts
• Assign Contacts to a user
• View a list of Contacts (using contact view filters)
• View Contact details
• Edit and Delete Contacts
• Activity Management

Activities in Impel Mobile can be activities that are created by you on the mobile device or activities that are entered on the Impel Server. It could also be an activity scheduled for you on the Impel CRM server and pushed to your mobile device. You can do the following functions with Impel Mobile Activity Management: 
 

• Create and upload new Activities
• Assign Activity
• Take pictures with phone and attach to Activity record
• Record audio with phone and attach to Activity record
• View a list of Activities (using activity view filters)
• Search for Activities on the Impel Server
• View Activity details
• Edit and Delete Activities
• View Notes and attachments for Activity
• Make and log an outgoing call as an activity for Lead or Contact
• Record meetings with prospect and add as an Activity for Lead or Contact