CRM 101 — your first day

1. Sign in #

The sign-in screen — one button, your work Google account.

Go to morris-crm-app.pages.dev and bookmark it. There's no separate CRM password — you sign in with the Google account on your @morristait.com email.

1. Open the link above in your browser.
2. Tap "Sign in with your @morristait.com Google account."
3. Pick your work Google account in the chooser.
4. You're in — the app opens to Home.

Sign out anytime from More → Settings → Sign out. Locked out of your work Google account? Message Kevin.

2. Install it on your device #

The CRM runs in your browser, but you should add it to your home screen / dock so it opens like a real app — full screen, one tap, and (on phones) so notifications work. Do this on every device you'll use it on.

Once installed you'll see the MTA monogram icon on your home screen / dock. Open it from there from now on.

3. Turn on notifications #

Notifications let the CRM reach you — task assignments, @-mentions, and replies — even when the app is closed. Turn them on once per device.

Settings → Push Notifications — tap On, then Allow. (Same screen holds your All/Mine default and pinned Top Dealers from step 4.)

1. Open the CRM from your home-screen icon (not just a browser tab, on phones).
2. Go to More → Settings → Push Notifications.
3. Tap On.
4. Your browser/phone asks for permission — tap Allow.
5. Tap Send Test Notification. Within a few seconds you should get a buzz/banner and see "Test Sent ✓ — Check Your Phone."
6. Repeat on each device (phone and laptop) — each one enrolls separately.

4. Make it yours #

Two quick settings make the app feel like yours from day one. Both live in More → Settings.

Settings — your profile, plus My Top Dealers and (further down) Push Notifications and Account List Default.

Pin your top dealers

In Settings → My Top Dealers, tap Add dealer and pin the accounts you talk about most (up to 20). This biases the voice-note AI toward those names so it spells them right when you dictate. Remove one anytime with the ✕ next to it.

Choose your default view: All vs Mine

The Dealers and Contacts lists have an All / Mine toggle next to the search bar — All shows every account, Mine shows just the ones assigned to you. You can flip it anytime.

To set which one a list opens to by default, go to Settings → Account List Default and pick All Accounts or My Accounts. Most reps set this to My Accounts so the list opens focused on their book.

5. The nav — your pages at a glance #

Home, with the bottom nav bar — Home · Dealers · Contacts · Vendors · Tasks · More.

On a phone, the main pages live in the bottom bar; everything else is under More. On a laptop, the same pages sit in a left rail (with a few extras shown directly). Here's what each one is for:

Under More (or the desktop left rail) you'll also find:

6. Voice notes + the 5 callouts #

Voice notes are the heart of the CRM. Talk through a visit or a call, and the AI writes it up and pulls out the action items for you.

Your Voice Notes — everything you've captured from the field, newest first.

Recording a note

1. Tap + Note (on Home or the Voice Notes page) → choose Voice Note.
2. Set the About bar at the top — who's this about? Link a dealer/contact/vendor, or leave it and let the AI figure it out from what you say.
3. Tap the mic to record. Tap it again to pause (and again to resume) — a stray tap pauses, it doesn't end your take.
4. When you're done, tap "✨ Done — Transcribe Note."
5. The AI transcribes and analyzes, then shows you the write-up plus any callouts it found. Review and approve.

The 5 split callouts

From one note, the AI can pull out up to five kinds of follow-up. Each shows as its own colored box with a keep/drop toggle — leave it checked and it gets created when you approve; uncheck it and the text stays in the note but nothing else happens.

You only see a callout when the AI actually detected it — a quick call might have just one task; a big ride-along day might have all five.

7. Typed notes #

Not a good moment to talk? Type the note instead — you get the same AI analysis and the same five callouts, just without recording.

1. Tap + Note → choose Typed Note.
2. Type what happened.
3. Tap "✨ Send to Analyze." The AI reads it and surfaces the callouts (pipeline, tasks, objection, etc.).
4. Keep or drop each callout, then tap Approve.

8. Tasks — assign, review, complete #

Tasks are the shared to-do list. You can make one for yourself, hand one to a teammate, or let a voice note create them for you.

The Tasks page — filter chips up top (All · Mine · Created · Urgent…), urgency and linked account on each card.

Create & assign a task

1. Go to Tasks → tap + Add.
2. Type the Title (what needs doing).
3. Set Assign To (who owns it) and, if needed, Also Notify (others to keep in the loop).
4. Pick the Urgency — Low, Normal, High, or Urgent.
5. Optionally link it to a dealer or contact so it shows on that record.
6. Tap "✨ Send to Analyze" to let the AI auto-fill the assignee/link from your title, or just fill it in yourself. Then Create.

Review your tasks

On the Tasks page, use the filter chips to focus: Mine, Created (ones you handed out), Overdue, Urgent, Done, or All. Each task shows a status:

Complete a task

Open the task and tap Mark Complete. That's the one way a task becomes Done — so a tap can't accidentally close something out.

9. Dealers & Contacts #

These two work the same way, so once you know one you know both.

The Dealers list — search, the All/Mine toggle, and quick-filter tabs. Contacts looks and works the same.

• Search — type a name, city, or DBA at the top. Search is usually faster than scrolling.
• All / Mine — the toggle by the search bar flips between everyone's accounts and just yours (set the default in Settings).
• Quick-filter tabs — tap a tab (Dealers, Prospect, Going Cold, etc.) to narrow the list; each shows a live count for your current All/Mine view.
• Funnel filter — the funnel button filters by Rep and by Brands (a dealer must carry every brand you pick).
• Open a record — tap any row to open its detail page, with tabs for Overview, Activity, Contacts/Vendors, Tasks, Notes, and more.

10. Notifications — reading & navigating #

Your notifications are the in-app version of the pushes from step 3 — everything aimed at you, in one list.

Notifications — when you're caught up it looks like this; new items appear with a colored dot, tap to jump straight to them.

• Get to it: tap the bell (desktop left rail) or open it from More on mobile — a badge shows your unread count.
• Tap a notification to mark it read and jump straight to whatever it's about — the task opens, the dealer page loads, etc.
• Mark all read clears the unread dots; Clear all empties the list.
• "What's New" announcements pin to the top so you don't miss a release.

11. Feedback & reporting bugs #

This is the most important page during the beta. If something's broken, confusing, or missing — tell us here. It goes straight to Kevin, and you can see it get worked on.

Feedback & Roadmap — share an idea or bug up top, upvote others, and switch to the Roadmap tab to track progress.

1. Go to More → Feedback & Roadmap.
2. In the composer at the top, pick what it is — Bug Report, Feature Request, or Other.
3. Give it a short title and a description (what you expected vs. what happened, for bugs).
4. Tap Send.

Upvote anyone else's idea with the ▲ button — the count genuinely helps decide what gets built next. The Roadmap tab shows what's In Progress, Up Next, and Completed, so you can watch your suggestions move.