So we have been asked a lot about putting Leads into MobileX for Sage CRM (our mobile web app for Sage CRM) and we now have this coming out in our March 2018 release.
The benefit of having leads here is that if you use this entity you can capture this data into CRM when you are trade shows attending a booth or out and about prospecting.
How does it work?
It works pretty similar to how the other entities like opportunity and cases work.
Existing leads in the system can be searched on and if they are linked to a company already in CRM then you see that link also.
and you get the action menu.
And select the + button beside lead. This opens the New Lead screen and you enter your data either using the keyboard and/or voice.
And click the tick to save. You then see the lead summary screen.
You can of course edit the data and bookmark leads and see them in the history also.