Calling and logging from your phone

Calling a client

1. Open the client from Clients, Actions or an alert.
2. Tap Call to dial, WhatsApp to open the chat, or SMS to text. The phone’s own dialler or WhatsApp opens.
3. Come back to BMexa. If you were away for at least a couple of seconds, the Log activity screen opens by itself for that client.
4. Pick the Activity (Call, WhatsApp, SMS, Meeting, Site Visit, Email, Other), the Response and sub-response, write Remarks, choose the Next follow-up (In 2 hours, Tomorrow 11 AM, In 3 days, Next week or Pick date & time) and tap Save.

If you skip the log

Tap Not now and the call is not logged, but BMexa keeps a reminder: a banner Call not logged: <name> · Log it on Home and Actions until you do. Only the person the client is assigned to can log activity on them; the screen says Assigned to X — only they can log activity otherwise.

Masked numbers

Depending on your company’s data-masking setting, you may see a client’s number as ••••••3797. You can still tap Call or WhatsApp: the phone dials the real number without showing it to you, and the contact is recorded in the audit log. On a desktop browser the same client shows Call from the app instead of a dial button, because calls and messages to masked numbers are made from the phone only. Full numbers are visible to admins, the person who added the client, the current handler and their reporting line.

Success and Dump

• The Success tab records a booking outcome (Deal Closed, Agreement Signed, Token Received, Booking Done) and leads into the booking flow.
• The Dump tab closes the lead with a reason (Budget Issue, Not Interested, Competitor Won, No Response, Wrong Number). A manager can revive a dumped client later.
• A follow-up outcome needs the next follow-up date and time, or the lead drops out of every to-do list.

Related

• Site-visit check-in
• Follow-ups & activities