Mobile App Support

Mobile Home

• Universal Plus Button on the Mobile App
• The Mobile Home Screen
• Push Notifications
• Check-ins
• Two-Step Check-ins
• Mileage Tracker

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Settings

• Settings
• Manage Settings
• Calendar Sync
• Offline Capabilities

Records

• Records Overview - Mobile
• Create Company and People Records
• Record View
• Activities Tab
• Relationships
• Deal Records - Mobile
• Frequencies on Mobile

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Map

• Maps Overview
• Getting around the Mobile Map
• Accessing Record View from the Map
• Mobile List View
• Search for Records
• Filter Records
• Mobile Map Actions
• Pin Settings and Color Key
• Modify Map
• Groups on Mobile

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Lead Finder

• Lead Finder Overview - Mobile
• Find Leads - Mobile
• Add Leads to Records - Mobile

Routes

• Routes Overview - Mobile
• Create Routes - Mobile
• Edit Routes on Mobile
• Run your Route

Planner

• Smart Planner
• Using the Planner on Mobile
• Activity Records - Mobile
• Activity List View - Mobile
• Smart Suggestions
• Route Builder from Planner - Mobile

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Bulk Emails

• Setting Up Bulk Email via Mobile
• Sending Bulk Emails from Mobile